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 | $8,791 | $64,359-86.3% | $90,161-90.3% | $70,126-87.5% |
| Participation rate | 35.9% | 70.4%-34.5pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 19.83% | 28.13%-8.3pp | 34.89%-15.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $494 | $2,046-75.9% | $3,318-85.1% | $2,343-78.9% |
| Participant deferral / active EE | $1,148 | $4,389-73.9% | $5,287-78.3% | $3,332-65.6% |
| Admin fee / account holder | $387 | $3,945-90.2% | $5,943-93.5% | $4,645-91.7% |