Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,127 | $72,607-91.6% | $90,259-93.2% | $87,485-93.0% |
| Participation rate | 51.4% | 64.8%-13.4pp | 70.7%-19.4pp | 68.9%-17.5pp |
| Annual return | 41.67% | 18.59%+23.1pp | 18.88%+22.8pp | 26.06%+15.6pp |
| Employer contribution / active EE | $417 | $1,919-78.3% | $2,291-81.8% | $2,596-83.9% |
| Participant deferral / active EE | $552 | $3,055-81.9% | $3,827-85.6% | $4,274-87.1% |
| Admin fee / account holder | $745 | $5,947-87.5% | $7,267-89.8% | $7,775-90.4% |