Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,916 | $97,648-86.8% | $121,663-89.4% | $87,485-85.2% |
| Participation rate | 43.5% | 70.5%-27.0pp | 74.5%-31.0pp | 68.9%-25.5pp |
| Annual return | 19.04% | 18.03%+1.0pp | 147.54%-128.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $864 | $2,300-62.5% | $3,020-71.4% | $2,596-66.7% |
| Participant deferral / active EE | $1,312 | $3,923-66.6% | $4,887-73.2% | $4,274-69.3% |
| Admin fee / account holder | $844 | $11,100-92.4% | $14,289-94.1% | $7,775-89.1% |