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 | $9,782 | $112,729-91.3% | $98,716-90.1% | $137,256-92.9% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 17.22% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $697 | $2,725-74.4% | $2,279-69.4% | $4,156-83.2% |
| Participant deferral / active EE | $778 | $4,640-83.2% | $4,048-80.8% | $6,407-87.9% |
| Admin fee / account holder | $361 | $10,129-96.4% | $8,703-95.9% | $12,270-97.1% |