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 | $9,627 | $45,079-78.6% | $69,461-86.1% | $72,983-86.8% |
| Participation rate | 25.9% | 68.5%-42.6pp | 74.6%-48.7pp | 69.5%-43.6pp |
| Annual return | 26.31% | 22.65%+3.7pp | 28.97%-2.7pp | 81.01%-54.7pp |
| Employer contribution / active EE | $468 | $2,055-77.2% | $2,779-83.2% | $2,440-80.8% |
| Participant deferral / active EE | $578 | $2,603-77.8% | $3,536-83.7% | $3,608-84.0% |
| Admin fee / account holder | $706 | $3,056-76.9% | $3,840-81.6% | $5,124-86.2% |