Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,413 | $69,590-87.9% | $136,867-93.9% | $94,015-91.1% |
| Participation rate | 33.3% | 66.3%-33.0pp | 74.5%-41.2pp | 70.8%-37.5pp |
| Annual return | 13.39% | 19.62%-6.2pp | 42.97%-29.6pp | 17.84%-4.5pp |
| Employer contribution / active EE | $363 | $2,396-84.9% | $3,547-89.8% | $2,790-87.0% |
| Participant deferral / active EE | $494 | $3,437-85.6% | $4,924-90.0% | $4,249-88.4% |
| Admin fee / account holder | $906 | $8,912-89.8% | $10,340-91.2% | $8,951-89.9% |