Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,810 | $76,564-78.0% | $105,582-84.1% | $94,015-82.1% |
| Participation rate | 43.2% | 65.2%-22.0pp | 71.8%-28.6pp | 70.8%-27.6pp |
| Annual return | 24.85% | 20.69%+4.2pp | 18.61%+6.2pp | 17.84%+7.0pp |
| Employer contribution / active EE | $390 | $1,995-80.4% | $2,984-86.9% | $2,790-86.0% |
| Participant deferral / active EE | $804 | $3,320-75.8% | $4,353-81.5% | $4,249-81.1% |
| Admin fee / account holder | $576 | $7,129-91.9% | $12,856-95.5% | $8,951-93.6% |