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 | $5,327 | $76,407-93.0% | $150,298-96.5% | $82,448-93.5% |
| Participation rate | 44.7% | 66.4%-21.7pp | 77.8%-33.0pp | 68.1%-23.3pp |
| Annual return | 18.11% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $424 | $2,614-83.8% | $4,154-89.8% | $2,551-83.4% |
| Participant deferral / active EE | $612 | $3,214-81.0% | $5,453-88.8% | $4,139-85.2% |
| Admin fee / account holder | $816 | $6,352-87.2% | $14,116-94.2% | $7,234-88.7% |