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 | $6,563 | $81,476-91.9% | $102,383-93.6% | $80,925-91.9% |
| Participation rate | 48.7% | 66.8%-18.1pp | 74.5%-25.8pp | 67.7%-18.9pp |
| Annual return | 12.11% | 25.59%-13.5pp | 24.94%-12.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,094 | $3,871-71.7% | $5,060-78.4% | $4,299-74.5% |
| Admin fee / account holder | $542 | $6,717-91.9% | $8,391-93.5% | $6,940-92.2% |