Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,911 | $166,089-95.2% | $164,928-95.2% | $145,978-94.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 23.12% | 100.26%-77.1pp | 70.08%-47.0pp | 550.52%-527.4pp |
| Employer contribution / active EE | $1,271 | $5,276-75.9% | $4,343-70.7% | $4,662-72.7% |
| Participant deferral / active EE | $1,548 | $6,961-77.8% | $6,034-74.3% | $6,690-76.9% |
| Admin fee / account holder | $3,392 | $16,641-79.6% | $12,684-73.3% | $13,400-74.7% |