Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,067 | $124,425-96.7% | $112,040-96.4% | $137,256-97.0% |
| Participation rate | 21.7% | 79.3%-57.6pp | 76.5%-54.8pp | 80.0%-58.2pp |
| Annual return | 19.03% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $496 | $5,718-91.3% | $5,098-90.3% | $6,407-92.3% |
| Admin fee / account holder | $2,350 | $15,207-84.5% | $12,098-80.6% | $12,270-80.8% |