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 | $8,292 | $99,875-91.7% | $146,866-94.4% | $86,983-90.5% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 18.96% | 28.10%-9.1pp | 102.85%-83.9pp | 25.83%-6.9pp |
| Employer contribution / active EE | $900 | $3,224-72.1% | $4,425-79.7% | $2,584-65.2% |
| Participant deferral / active EE | $1,899 | $6,322-70.0% | $7,759-75.5% | $4,194-54.7% |
| Admin fee / account holder | $2,334 | $7,838-70.2% | $13,620-82.9% | $7,856-70.3% |