Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,259 | $211,239-97.5% | $178,528-97.1% | $145,877-96.4% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 11.79% | 30.22%-18.4pp | 27.11%-15.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $861 | $4,570-81.2% | $3,950-78.2% | $4,663-81.5% |
| Participant deferral / active EE | $215 | $6,963-96.9% | $6,278-96.6% | $6,691-96.8% |
| Admin fee / account holder | $1,290 | $12,095-89.3% | $10,419-87.6% | $13,402-90.4% |