Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,379 | $71,215-82.6% | $93,696-86.8% | $80,935-84.7% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 14.37% | 11.27%+3.1pp | 133.74%-119.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $513 | $1,565-67.2% | $2,422-78.8% | $2,757-81.4% |
| Participant deferral / active EE | $748 | $4,037-81.5% | $4,417-83.1% | $4,299-82.6% |
| Admin fee / account holder | $940 | $6,958-86.5% | $8,287-88.7% | $6,924-86.4% |