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 | $6,338 | $60,349-89.5% | $74,184-91.5% | $62,881-89.9% |
| Participation rate | 56.3% | 72.7%-16.5pp | 76.6%-20.4pp | 69.3%-13.1pp |
| Annual return | 6.06% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $474 | $1,680-71.8% | $2,370-80.0% | $2,281-79.2% |
| Participant deferral / active EE | $1,241 | $2,856-56.6% | $3,550-65.0% | $3,203-61.3% |
| Admin fee / account holder | $485 | $4,261-88.6% | $5,586-91.3% | $4,296-88.7% |