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 | $12,007 | $78,607-84.7% | $105,624-88.6% | $74,478-83.9% |
| Participation rate | 22.8% | 72.8%-50.0pp | 75.3%-52.5pp | 67.2%-44.5pp |
| Annual return | 18.32% | 15.96%+2.4pp | 116.20%-97.9pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $687 | $2,523-72.8% | $3,168-78.3% | $2,626-73.8% |
| Participant deferral / active EE | $1,124 | $4,325-74.0% | $5,013-77.6% | $4,350-74.2% |
| Admin fee / account holder | $2,889 | $2,220+30.2% | $10,961-73.6% | $1,946+48.5% |