Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,615 | $112,729-97.7% | $98,716-97.4% | $137,256-98.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.43% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $460 | $2,725-83.1% | $2,279-79.8% | $4,156-88.9% |
| Participant deferral / active EE | $691 | $4,640-85.1% | $4,048-82.9% | $6,407-89.2% |
| Admin fee / account holder | $1,245 | $10,129-87.7% | $8,703-85.7% | $12,270-89.9% |