Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,226 | $63,082-80.6% | $81,726-85.0% | $79,856-84.7% |
| Participation rate | 9.8% | 67.5%-57.8pp | 72.0%-62.2pp | 69.6%-59.9pp |
| Annual return | 16.21% | 22.66%-6.5pp | 29.49%-13.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $352 | $1,795-80.4% | $4,311-91.8% | $2,471-85.8% |
| Participant deferral / active EE | $450 | $2,780-83.8% | $7,108-93.7% | $3,741-88.0% |
| Admin fee / account holder | $720 | $4,428-83.7% | $5,160-86.1% | $5,306-86.4% |