Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,054 | $162,136-95.0% | $152,301-94.7% | $154,746-94.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 14.65% | 91.02%-76.4pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,396 | $4,890-71.5% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $1,396 | $8,341-83.3% | $8,004-82.6% | $6,730-79.3% |
| Admin fee / account holder | $2,471 | $15,759-84.3% | $14,398-82.8% | $14,365-82.8% |