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 | $9,221 | $67,602-86.4% | $82,312-88.8% | $70,126-86.9% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.9%-13.4pp | 69.5%-6.1pp |
| Annual return | 12.97% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $786 | $1,755-55.2% | $2,428-67.6% | $2,343-66.4% |
| Participant deferral / active EE | $1,200 | $2,987-59.8% | $3,706-67.6% | $3,332-64.0% |
| Admin fee / account holder | $907 | $4,512-79.9% | $5,608-83.8% | $4,645-80.5% |