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 | $7,759 | $142,430-94.6% | $115,170-93.3% | $152,897-94.9% |
| Participation rate | 59.1% | 82.4%-23.3pp | 75.9%-16.8pp | 82.5%-23.4pp |
| Annual return | 29.64% | 41.48%-11.8pp | 35.60%-6.0pp | 345.43%-315.8pp |
| Employer contribution / active EE | $984 | $4,011-75.5% | $3,179-69.1% | $4,764-79.3% |
| Participant deferral / active EE | $1,425 | $5,165-72.4% | $4,169-65.8% | $5,851-75.6% |
| Admin fee / account holder | $657 | $8,464-92.2% | $7,089-90.7% | $11,599-94.3% |