Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,062 | $65,395-83.1% | $182,540-93.9% | $72,975-84.8% |
| Participation rate | 31.3% | 65.4%-34.2pp | 78.0%-46.7pp | 69.5%-38.2pp |
| Annual return | 23.96% | 27.68%-3.7pp | 148.58%-124.6pp | 81.01%-57.0pp |
| Employer contribution / active EE | $432 | $1,911-77.4% | $4,076-89.4% | $2,440-82.3% |
| Participant deferral / active EE | $878 | $3,563-75.4% | $5,525-84.1% | $3,608-75.7% |
| Admin fee / account holder | $406 | $4,245-90.4% | $8,593-95.3% | $5,124-92.1% |