Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,119 | $156,398-92.3% | $147,318-91.8% | $138,895-91.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 12.75% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,298 | $4,853-73.3% | $4,593-71.7% | $4,194-69.0% |
| Participant deferral / active EE | $2,089 | $8,237-74.6% | $7,906-73.6% | $6,396-67.3% |
| Admin fee / account holder | $7,512 | $14,976-49.8% | $13,708-45.2% | $12,562-40.2% |