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 | $5,430 | $81,331-93.3% | $155,534-96.5% | $80,935-93.3% |
| Participation rate | 67.4% | 66.3%+1.1pp | 78.2%-10.8pp | 67.7%-0.3pp |
| Annual return | 12.25% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $467 | $3,105-84.9% | $4,675-90.0% | $2,757-83.0% |
| Participant deferral / active EE | $621 | $3,454-82.0% | $5,630-89.0% | $4,299-85.6% |
| Admin fee / account holder | $2,712 | $7,999-66.1% | $15,900-82.9% | $6,924-60.8% |