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 | $8,063 | $61,816-87.0% | $97,260-91.7% | $80,935-90.0% |
| Participation rate | 35.3% | 63.5%-28.2pp | 72.7%-37.4pp | 67.7%-32.4pp |
| Annual return | 15.08% | -558.73%+573.8pp | 75.54%-60.5pp | 35.66%-20.6pp |
| Employer contribution / active EE | $694 | $1,836-62.2% | $2,721-74.5% | $2,757-74.8% |
| Participant deferral / active EE | $432 | $3,027-85.7% | $4,262-89.9% | $4,299-90.0% |
| Admin fee / account holder | $474 | $5,166-90.8% | $5,640-91.6% | $6,924-93.2% |