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 | $8,029 | $107,733-92.5% | $92,985-91.4% | $154,746-94.8% |
| Participation rate | 38.5% | 74.6%-36.1pp | 69.5%-31.0pp | 80.7%-42.2pp |
| Annual return | 21.28% | 30.39%-9.1pp | 27.99%-6.7pp | 172.34%-151.1pp |
| Employer contribution / active EE | $697 | $3,126-77.7% | $2,662-73.8% | $4,379-84.1% |
| Participant deferral / active EE | $1,031 | $5,053-79.6% | $4,377-76.5% | $6,730-84.7% |
| Admin fee / account holder | $2,070 | $11,369-81.8% | $9,463-78.1% | $14,365-85.6% |