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 | $6,794 | $106,280-93.6% | $96,538-93.0% | $139,487-95.1% |
| Participation rate | 59.1% | 77.8%-18.8pp | 74.3%-15.3pp | 80.3%-21.2pp |
| Annual return | 34.69% | 38.48%-3.8pp | 35.74%-1.0pp | 373.84%-339.2pp |
| Employer contribution / active EE | $3,512 | $4,107-14.5% | $3,740-6.1% | $4,755-26.1% |
| Participant deferral / active EE | $233 | $5,457-95.7% | $4,880-95.2% | $6,713-96.5% |
| Admin fee / account holder | $977 | $7,888-87.6% | $6,737-85.5% | $11,407-91.4% |