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 | $6,863 | $208,088-96.7% | $186,193-96.3% | $154,746-95.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 23.76% | 89.97%-66.2pp | 78.03%-54.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $714 | $4,340-83.6% | $3,918-81.8% | $4,379-83.7% |
| Participant deferral / active EE | $1,190 | $7,078-83.2% | $6,513-81.7% | $6,730-82.3% |
| Admin fee / account holder | $1,011 | $11,698-91.4% | $11,058-90.9% | $14,365-93.0% |