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 | $8,815 | $58,493-84.9% | $84,023-89.5% | $72,976-87.9% |
| Participation rate | 42.3% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.2pp |
| Annual return | 16.86% | 28.93%-12.1pp | 71.32%-54.5pp | 81.02%-64.2pp |
| Employer contribution / active EE | $605 | $1,163-48.0% | $1,984-69.5% | $2,440-75.2% |
| Participant deferral / active EE | $960 | $2,394-59.9% | $3,239-70.4% | $3,608-73.4% |
| Admin fee / account holder | $1,042 | $4,569-77.2% | $6,102-82.9% | $5,124-79.7% |