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 | $6,151 | $81,331-92.4% | $155,534-96.0% | $80,935-92.4% |
| Participation rate | 27.8% | 66.3%-38.5pp | 78.2%-50.4pp | 67.7%-39.9pp |
| Annual return | 15.91% | 33.37%-17.5pp | 64.92%-49.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $490 | $3,105-84.2% | $4,675-89.5% | $2,757-82.2% |
| Participant deferral / active EE | $598 | $3,454-82.7% | $5,630-89.4% | $4,299-86.1% |
| Admin fee / account holder | $4,181 | $7,999-47.7% | $15,900-73.7% | $6,924-39.6% |