Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,598 | $54,757-82.5% | $90,304-89.4% | $72,975-86.8% |
| Participation rate | 6.5% | 65.2%-58.6pp | 73.3%-66.8pp | 69.5%-63.0pp |
| Annual return | 29.86% | 30.63%-0.8pp | 78.13%-48.3pp | 81.01%-51.2pp |
| Employer contribution / active EE | $351 | $2,093-83.2% | $2,855-87.7% | $2,440-85.6% |
| Participant deferral / active EE | $268 | $2,887-90.7% | $3,885-93.1% | $3,608-92.6% |
| Admin fee / account holder | $1,051 | $3,973-73.5% | $5,354-80.4% | $5,124-79.5% |