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 | $18,966 | $65,034-70.8% | $90,970-79.2% | $79,856-76.2% |
| Participation rate | 22.7% | 61.6%-38.9pp | 69.0%-46.3pp | 69.6%-46.9pp |
| Annual return | 19.84% | 30.45%-10.6pp | 134.60%-114.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $393 | $1,247-68.5% | $2,122-81.5% | $2,471-84.1% |
| Participant deferral / active EE | $1,105 | $2,512-56.0% | $3,373-67.2% | $3,741-70.5% |
| Admin fee / account holder | $522 | $4,536-88.5% | $5,961-91.2% | $5,306-90.2% |