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 | $8,775 | $81,276-89.2% | $155,574-94.4% | $80,925-89.2% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 12.36% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $482 | $3,103-84.5% | $4,676-89.7% | $2,756-82.5% |
| Participant deferral / active EE | $899 | $3,453-74.0% | $5,629-84.0% | $4,299-79.1% |
| Admin fee / account holder | $371 | $7,993-95.4% | $15,914-97.7% | $6,940-94.7% |