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 | $9,220 | $51,466-82.1% | $78,778-88.3% | $62,293-85.2% |
| Participation rate | 33.9% | 59.8%-25.8pp | 69.2%-35.2pp | 69.5%-35.6pp |
| Annual return | 22.07% | 19.96%+2.1pp | 35.62%-13.6pp | 28.90%-6.8pp |
| Employer contribution / active EE | $386 | $827-53.4% | $1,986-80.6% | $2,042-81.1% |
| Participant deferral / active EE | $627 | $2,147-70.8% | $2,958-78.8% | $3,169-80.2% |
| Admin fee / account holder | $304 | $489-38.0% | $5,134-94.1% | $479-36.7% |