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 | $4,786 | $155,555-96.9% | $146,866-96.7% | $155,188-96.9% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 17.79% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,236 | $4,647-73.4% | $4,425-72.1% | $4,248-70.9% |
| Participant deferral / active EE | $1,236 | $8,044-84.6% | $7,759-84.1% | $6,531-81.1% |
| Admin fee / account holder | $19,568 | $14,755+32.6% | $13,620+43.7% | $14,480+35.1% |