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 | $1,519 | $225,673-99.3% | $203,872-99.3% | $155,188-99.0% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 12.04% | 95.91%-83.9pp | 85.11%-73.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $467 | $4,099-88.6% | $3,757-87.6% | $4,248-89.0% |
| Participant deferral / active EE | $565 | $6,893-91.8% | $6,388-91.2% | $6,531-91.4% |
| Admin fee / account holder | $1,107 | $12,327-91.0% | $11,730-90.6% | $14,480-92.4% |