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 | $4,562 | $106,247-95.7% | $96,515-95.3% | $139,466-96.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.29% | 38.47%-20.2pp | 35.73%-17.4pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,016 | $4,106-75.2% | $3,740-72.8% | $4,754-78.6% |
| Participant deferral / active EE | $1,184 | $5,456-78.3% | $4,880-75.7% | $6,712-82.4% |
| Admin fee / account holder | $2,137 | $7,885-72.9% | $6,735-68.3% | $11,409-81.3% |