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 | $14,836 | $107,421-86.2% | $182,262-91.9% | $94,015-84.2% |
| Participation rate | 31.0% | 77.8%-46.7pp | 84.2%-53.2pp | 70.8%-39.8pp |
| Annual return | 33.38% | 21.32%+12.1pp | 140.60%-107.2pp | 17.84%+15.5pp |
| Employer contribution / active EE | $602 | $3,448-82.5% | $5,046-88.1% | $2,790-78.4% |
| Participant deferral / active EE | $471 | $6,558-92.8% | $8,276-94.3% | $4,249-88.9% |
| Admin fee / account holder | $1,810 | $8,692-79.2% | $16,712-89.2% | $8,951-79.8% |