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 | $12,389 | $47,944-74.2% | $67,834-81.7% | $62,881-80.3% |
| Participation rate | 36.8% | 61.1%-24.2pp | 68.8%-32.0pp | 69.3%-32.5pp |
| Annual return | 6.43% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $426 | $1,562-72.7% | $2,403-82.3% | $2,281-81.3% |
| Participant deferral / active EE | $308 | $2,247-86.3% | $3,160-90.3% | $3,203-90.4% |
| Admin fee / account holder | $2,059 | $3,712-44.5% | $4,622-55.4% | $4,296-52.1% |