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 | $6,432 | $81,476-92.1% | $102,383-93.7% | $80,925-92.1% |
| Participation rate | 17.8% | 66.8%-49.1pp | 74.5%-56.7pp | 67.7%-49.9pp |
| Annual return | 16.73% | 25.59%-8.9pp | 24.94%-8.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $745 | $3,871-80.8% | $5,060-85.3% | $4,299-82.7% |
| Admin fee / account holder | $385 | $6,717-94.3% | $8,391-95.4% | $6,940-94.5% |