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 | $7,897 | $91,167-91.3% | $178,498-95.6% | $79,858-90.1% |
| Participation rate | 53.6% | 69.2%-15.6pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 14.34% | 24.19%-9.9pp | 151.09%-136.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $383 | $3,255-88.2% | $5,011-92.4% | $2,471-84.5% |
| Participant deferral / active EE | $632 | $3,236-80.5% | $5,202-87.9% | $3,740-83.1% |
| Admin fee / account holder | $1,096 | $6,747-83.8% | $13,985-92.2% | $5,306-79.3% |