Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,863 | $74,535-86.8% | $100,712-90.2% | $82,637-88.1% |
| Participation rate | 43.6% | 61.2%-17.6pp | 69.3%-25.7pp | 68.1%-24.5pp |
| Annual return | 20.62% | 18.92%+1.7pp | 33.27%-12.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $552 | $1,503-63.3% | $2,313-76.1% | $2,552-78.4% |
| Participant deferral / active EE | $703 | $3,074-77.1% | $4,085-82.8% | $4,126-83.0% |
| Admin fee / account holder | $1,383 | $6,576-79.0% | $9,256-85.1% | $7,339-81.2% |