Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,238 | $103,387-94.0% | $87,102-92.8% | $152,885-95.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 16.50% | 28.10%-11.6pp | 28.19%-11.7pp | 345.39%-328.9pp |
| Employer contribution / active EE | $1,209 | $3,221-62.5% | $2,521-52.0% | $4,763-74.6% |
| Participant deferral / active EE | $1,209 | $4,778-74.7% | $4,048-70.1% | $5,851-79.3% |
| Admin fee / account holder | $7,286 | $12,193-40.2% | $7,491-2.7% | $11,598-37.2% |