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 | $5,959 | $75,541-92.1% | $152,093-96.1% | $82,637-92.8% |
| Participation rate | 42.6% | 66.5%-24.0pp | 77.8%-35.2pp | 68.1%-25.5pp |
| Annual return | 24.52% | 32.56%-8.0pp | 66.36%-41.8pp | 53.51%-29.0pp |
| Employer contribution / active EE | $540 | $2,622-79.4% | $4,175-87.1% | $2,552-78.8% |
| Participant deferral / active EE | $709 | $3,206-77.9% | $5,451-87.0% | $4,126-82.8% |
| Admin fee / account holder | $529 | $6,405-91.7% | $14,497-96.4% | $7,339-92.8% |