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 | $9,167 | $85,171-89.2% | $172,752-94.7% | $72,975-87.4% |
| Participation rate | 58.5% | 70.1%-11.5pp | 82.6%-24.1pp | 69.5%-11.0pp |
| Annual return | 20.07% | 27.32%-7.3pp | 802.97%-782.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $437 | $3,324-86.9% | $5,144-91.5% | $2,440-82.1% |
| Participant deferral / active EE | $849 | $3,260-74.0% | $5,198-83.7% | $3,608-76.5% |
| Admin fee / account holder | $726 | $5,880-87.7% | $13,955-94.8% | $5,124-85.8% |