Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,270 | $71,230-80.0% | $93,727-84.8% | $80,959-82.4% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.7%-13.4pp |
| Annual return | 12.88% | 11.26%+1.6pp | 133.83%-120.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $487 | $1,565-68.9% | $2,421-79.9% | $2,757-82.3% |
| Participant deferral / active EE | $1,168 | $4,037-71.1% | $4,417-73.6% | $4,300-72.8% |
| Admin fee / account holder | $357 | $6,961-94.9% | $8,292-95.7% | $6,925-94.8% |