Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,953 | $64,909-81.6% | $82,312-85.5% | $62,293-80.8% |
| Participation rate | 36.5% | 74.9%-38.3pp | 76.9%-40.3pp | 69.5%-33.0pp |
| Annual return | 17.91% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $488 | $1,676-70.9% | $2,428-79.9% | $2,042-76.1% |
| Participant deferral / active EE | $585 | $3,103-81.1% | $3,706-84.2% | $3,169-81.5% |
| Admin fee / account holder | $716 | $440+62.9% | $5,608-87.2% | $479+49.4% |