Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,298 | $95,762-94.5% | $379,746-98.6% | $79,852-93.4% |
| Participation rate | 16.3% | 74.0%-57.7pp | 78.4%-62.1pp | 69.6%-53.3pp |
| Annual return | 26.19% | 18.26%+7.9pp | 34.90%-8.7pp | 31.72%-5.5pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $543 | $4,705-88.5% | $6,024-91.0% | $3,740-85.5% |
| Admin fee / account holder | $446 | $6,745-93.4% | $7,927-94.4% | $5,306-91.6% |