Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,903 | $67,602-79.4% | $82,312-83.1% | $70,126-80.2% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 25.45% | 21.57%+3.9pp | 25.88%-0.4pp | 73.15%-47.7pp |
| Employer contribution / active EE | $732 | $1,755-58.3% | $2,428-69.8% | $2,343-68.7% |
| Participant deferral / active EE | $1,338 | $2,987-55.2% | $3,706-63.9% | $3,332-59.8% |
| Admin fee / account holder | $428 | $4,512-90.5% | $5,608-92.4% | $4,645-90.8% |