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 | $9,471 | $65,027-85.4% | $90,970-89.6% | $79,852-88.1% |
| Participation rate | 38.3% | 61.6%-23.3pp | 69.0%-30.7pp | 69.6%-31.4pp |
| Annual return | 17.44% | 30.45%-13.0pp | 134.58%-117.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $522 | $1,247-58.2% | $2,122-75.4% | $2,471-78.9% |
| Participant deferral / active EE | $982 | $2,512-60.9% | $3,373-70.9% | $3,740-73.7% |
| Admin fee / account holder | $375 | $4,535-91.7% | $5,960-93.7% | $5,306-92.9% |