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 | $9,737 | $93,617-89.6% | $135,982-92.8% | $75,177-87.0% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 26.76% | 30.89%-4.1pp | 68.32%-41.6pp | 160.75%-134.0pp |
| Employer contribution / active EE | $1,198 | $3,538-66.1% | $4,859-75.3% | $2,671-55.1% |
| Participant deferral / active EE | $1,762 | $6,406-72.5% | $7,760-77.3% | $4,126-57.3% |
| Admin fee / account holder | $672 | $6,980-90.4% | $10,767-93.8% | $5,651-88.1% |