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 | $2,031 | $102,245-98.0% | $89,340-97.7% | $137,256-98.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 24.02% | 21.89%+2.1pp | 20.57%+3.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $597 | $2,529-76.4% | $2,231-73.2% | $4,156-85.6% |
| Participant deferral / active EE | $597 | $4,436-86.5% | $3,823-84.4% | $6,407-90.7% |
| Admin fee / account holder | $770 | $8,085-90.5% | $6,704-88.5% | $12,270-93.7% |