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 | $8,371 | $78,425-89.3% | $95,956-91.3% | $79,858-89.5% |
| Participation rate | 60.5% | 73.5%-13.0pp | 77.1%-16.6pp | 69.6%-9.1pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.63%-74.4pp | 31.72%-14.5pp |
| Employer contribution / active EE | $501 | $1,945-74.2% | $2,541-80.3% | $2,471-79.7% |
| Participant deferral / active EE | $1,118 | $3,440-67.5% | $4,167-73.2% | $3,740-70.1% |
| Admin fee / account holder | $320 | $5,622-94.3% | $6,797-95.3% | $5,306-94.0% |