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 | $9,272 | $70,917-86.9% | $98,920-90.6% | $73,497-87.4% |
| Participation rate | 20.2% | 73.8%-53.6pp | 76.0%-55.8pp | 70.7%-50.5pp |
| Annual return | 39.94% | 34.18%+5.8pp | 196.47%-156.5pp | 28.51%+11.4pp |
| Employer contribution / active EE | $525 | $2,037-74.2% | $2,689-80.5% | $2,270-76.9% |
| Participant deferral / active EE | $722 | $3,501-79.4% | $4,245-83.0% | $3,740-80.7% |
| Admin fee / account holder | $645 | $535+20.6% | $6,643-90.3% | $513+25.8% |