Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,119 | $58,627-94.7% | $76,735-95.9% | $82,448-96.2% |
| Participation rate | 57.1% | 63.2%-6.1pp | 69.5%-12.4pp | 68.1%-10.9pp |
| Annual return | 17.65% | 39.10%-21.5pp | 29.77%-12.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $411 | $1,729-76.2% | $2,454-83.2% | $2,551-83.9% |
| Participant deferral / active EE | $646 | $3,134-79.4% | $4,088-84.2% | $4,139-84.4% |
| Admin fee / account holder | $1,594 | $5,323-70.1% | $7,189-77.8% | $7,234-78.0% |