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 | $11,612 | $83,337-86.1% | $67,834-82.9% | $273,972-95.8% |
| Participation rate | 61.9% | 76.4%-14.5pp | 68.8%-6.9pp | 83.0%-21.1pp |
| Annual return | 6.65% | 259.45%-252.8pp | 138.47%-131.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,043 | $3,287-68.3% | $2,403-56.6% | $4,869-78.6% |
| Participant deferral / active EE | $795 | $4,088-80.6% | $3,160-74.8% | $5,287-85.0% |
| Admin fee / account holder | $908 | $6,752-86.5% | $4,622-80.4% | $10,133-91.0% |