Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,488 | $72,471-89.7% | $94,215-92.1% | $86,983-91.4% |
| Participation rate | 17.8% | 63.9%-46.1pp | 70.0%-52.2pp | 69.5%-51.8pp |
| Annual return | 25.95% | 26.44%-0.5pp | 28.22%-2.3pp | 25.83%+0.1pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $896 | $3,397-73.6% | $4,276-79.0% | $4,194-78.6% |
| Admin fee / account holder | $409 | $6,468-93.7% | $10,216-96.0% | $7,856-94.8% |