Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,295 | $76,371-87.8% | $93,621-90.1% | $72,976-87.3% |
| Participation rate | 22.2% | 71.8%-49.5pp | 75.8%-53.6pp | 69.5%-47.3pp |
| Annual return | 35.42% | 25.82%+9.6pp | 32.76%+2.7pp | 81.02%-45.6pp |
| Employer contribution / active EE | $458 | $2,276-79.9% | $2,719-83.1% | $2,440-81.2% |
| Participant deferral / active EE | $672 | $3,538-81.0% | $4,070-83.5% | $3,608-81.4% |
| Admin fee / account holder | $376 | $6,839-94.5% | $7,890-95.2% | $5,124-92.7% |