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 | $14,140 | $50,947-72.2% | $74,551-81.0% | $64,173-78.0% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.1%-25.1pp | 69.6%-25.6pp |
| Annual return | 11.14% | -1.85%+13.0pp | 32.53%-21.4pp | 7.63%+3.5pp |
| Employer contribution / active EE | $329 | $1,115-70.5% | $1,961-83.2% | $2,381-86.2% |
| Participant deferral / active EE | $408 | $2,302-82.3% | $3,108-86.9% | $3,470-88.2% |
| Admin fee / account holder | $1,836 | $4,221-56.5% | $5,059-63.7% | $4,887-62.4% |