Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,298 | $59,839-81.1% | $81,991-86.2% | $79,852-85.9% |
| Participation rate | 11.5% | 61.6%-50.1pp | 69.3%-57.8pp | 69.6%-58.1pp |
| Annual return | 31.45% | 17.56%+13.9pp | 41.31%-9.9pp | 31.72%-0.3pp |
| Employer contribution / active EE | $308 | $1,713-82.0% | $2,498-87.7% | $2,471-87.5% |
| Participant deferral / active EE | $507 | $2,695-81.2% | $3,722-86.4% | $3,740-86.4% |
| Admin fee / account holder | $6,320 | $4,287+47.4% | $5,665+11.6% | $5,306+19.1% |