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 | $8,407 | $81,487-89.7% | $102,412-91.8% | $80,935-89.6% |
| Participation rate | 38.7% | 66.8%-28.1pp | 74.5%-35.8pp | 67.7%-29.0pp |
| Annual return | 12.56% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,106 | $3,103-64.4% | $3,870-71.4% | $2,757-59.9% |
| Participant deferral / active EE | $1,562 | $3,871-59.7% | $5,060-69.1% | $4,299-63.7% |
| Admin fee / account holder | $2,070 | $6,717-69.2% | $8,388-75.3% | $6,924-70.1% |