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 | $15,838 | $93,346-83.0% | $71,796-77.9% | $273,972-94.2% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | 3.99% | 130.39%-126.4pp | 78.04%-74.0pp | 41.46%-37.5pp |
| Employer contribution / active EE | $443 | $2,733-83.8% | $1,924-77.0% | $4,869-90.9% |
| Participant deferral / active EE | $704 | $3,475-79.7% | $2,794-74.8% | $5,287-86.7% |
| Admin fee / account holder | $6,516 | $6,571-0.8% | $4,815+35.3% | $10,133-35.7% |