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 | $6,308 | $100,262-93.7% | $81,370-92.2% | $145,897-95.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 9.56% | 34.52%-25.0pp | 24.85%-15.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $552 | $2,979-81.5% | $2,464-77.6% | $4,663-88.2% |
| Participant deferral / active EE | $580 | $4,612-87.4% | $3,885-85.1% | $6,689-91.3% |
| Admin fee / account holder | $3,713 | $8,163-54.5% | $5,749-35.4% | $13,390-72.3% |