Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,717 | $64,920-89.7% | $103,693-93.5% | $86,983-92.3% |
| Participation rate | 13.5% | 63.6%-50.1pp | 72.6%-59.1pp | 69.5%-56.0pp |
| Annual return | 13.66% | 30.29%-16.6pp | 47.61%-33.9pp | 25.83%-12.2pp |
| Employer contribution / active EE | $305 | $2,141-85.8% | $2,920-89.6% | $2,584-88.2% |
| Participant deferral / active EE | $379 | $3,241-88.3% | $4,579-91.7% | $4,194-91.0% |
| Admin fee / account holder | $7,617 | $6,191+23.0% | $7,858-3.1% | $7,856-3.0% |