Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,937 | $140,592-96.5% | $123,105-96.0% | $125,389-96.1% |
| Participation rate | 69.6% | 88.2%-18.6pp | 86.8%-17.2pp | 83.2%-13.6pp |
| Annual return | 0.31% | 16.80%-16.5pp | 13.22%-12.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,348 | $6,041-77.7% | $5,151-73.8% | $4,866-72.3% |
| Participant deferral / active EE | $1,835 | $6,980-73.7% | $6,229-70.5% | $5,352-65.7% |
| Admin fee / account holder | $1,991 | $11,198-82.2% | $9,014-77.9% | $9,541-79.1% |