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 | $5,887 | $106,247-94.5% | $96,515-93.9% | $139,466-95.8% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 23.07% | 38.47%-15.4pp | 35.73%-12.7pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,138 | $4,106-72.3% | $3,740-69.6% | $4,754-76.1% |
| Participant deferral / active EE | $1,365 | $5,456-75.0% | $4,880-72.0% | $6,712-79.7% |
| Admin fee / account holder | $724 | $7,885-90.8% | $6,735-89.2% | $11,409-93.6% |