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 | $18,637 | $81,457-77.1% | $103,378-82.0% | $80,911-77.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 14.07% | 25.58%-11.5pp | 24.91%-10.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $7,543 | $3,107+142.8% | $3,870+94.9% | $2,756+173.7% |
| Participant deferral / active EE | $42 | $3,871-98.9% | $5,058-99.2% | $4,297-99.0% |
| Admin fee / account holder | $1,328 | $6,717-80.2% | $8,401-84.2% | $6,935-80.9% |