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 | $8,774 | $95,453-90.8% | $112,040-92.2% | $82,448-89.4% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.5%-8.4pp | 68.1%0pp |
| Annual return | 16.41% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $822 | $2,318-64.5% | $2,954-72.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,201 | $4,224-71.6% | $5,098-76.4% | $4,139-71.0% |
| Admin fee / account holder | $651 | $9,013-92.8% | $12,098-94.6% | $7,234-91.0% |