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 | $3,654 | $75,541-95.2% | $152,093-97.6% | $82,637-95.6% |
| Participation rate | 48.4% | 66.5%-18.2pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 25.48% | 32.56%-7.1pp | 66.36%-40.9pp | 53.51%-28.0pp |
| Employer contribution / active EE | $485 | $2,622-81.5% | $4,175-88.4% | $2,552-81.0% |
| Participant deferral / active EE | $484 | $3,206-84.9% | $5,451-91.1% | $4,126-88.3% |
| Admin fee / account holder | $2,358 | $6,405-63.2% | $14,497-83.7% | $7,339-67.9% |