Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,731 | $70,435-91.9% | $96,575-94.1% | $85,856-93.3% |
| Participation rate | 41.5% | 61.8%-20.3pp | 69.8%-28.3pp | 69.3%-27.8pp |
| Annual return | 18.90% | 18.59%+0.3pp | 37.79%-18.9pp | 318.58%-299.7pp |
| Employer contribution / active EE | $467 | $1,413-66.9% | $2,357-80.2% | $2,565-81.8% |
| Participant deferral / active EE | $1,092 | $2,894-62.3% | $3,849-71.6% | $3,952-72.4% |
| Admin fee / account holder | $702 | $4,997-86.0% | $6,182-88.6% | $6,261-88.8% |