Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,371 | $58,600-82.3% | $83,327-87.6% | $64,173-83.8% |
| Participation rate | 54.8% | 72.0%-17.3pp | 77.8%-23.0pp | 69.6%-14.8pp |
| Annual return | -0.55% | 9.66%-10.2pp | 10.64%-11.2pp | 7.63%-8.2pp |
| Employer contribution / active EE | $831 | $2,098-60.4% | $3,379-75.4% | $2,381-65.1% |
| Participant deferral / active EE | $1,785 | $4,656-61.7% | $5,565-67.9% | $3,470-48.5% |
| Admin fee / account holder | $378 | $9,282-95.9% | $7,540-95.0% | $4,887-92.3% |