Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,852 | $70,486-86.0% | $100,528-90.2% | $79,852-87.7% |
| Participation rate | 10.3% | 73.6%-63.3pp | 79.4%-69.1pp | 69.6%-59.3pp |
| Annual return | 24.00% | 21.90%+2.1pp | 30.90%-6.9pp | 31.72%-7.7pp |
| Employer contribution / active EE | $302 | $2,165-86.0% | $3,419-91.2% | $2,471-87.8% |
| Participant deferral / active EE | $408 | $5,182-92.1% | $6,271-93.5% | $3,740-89.1% |
| Admin fee / account holder | $656 | $4,480-85.4% | $8,084-91.9% | $5,306-87.6% |