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 | $5,904 | $61,660-90.4% | $80,022-92.6% | $64,173-90.8% |
| Participation rate | 69.1% | 71.7%-2.6pp | 75.8%-6.7pp | 69.6%-0.5pp |
| Annual return | 44.78% | -0.33%+45.1pp | 11.22%+33.6pp | 7.63%+37.1pp |
| Employer contribution / active EE | $1,835 | $1,810+1.3% | $2,468-25.7% | $2,381-22.9% |
| Participant deferral / active EE | $735 | $2,968-75.2% | $3,686-80.1% | $3,470-78.8% |
| Admin fee / account holder | $471 | $5,417-91.3% | $6,521-92.8% | $4,887-90.4% |