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 | $7,141 | $47,848-85.1% | $81,473-91.2% | $70,126-89.8% |
| Participation rate | 37.2% | 58.3%-21.1pp | 68.0%-30.7pp | 69.5%-32.3pp |
| Annual return | 34.72% | 27.25%+7.5pp | 38.78%-4.1pp | 73.15%-38.4pp |
| Employer contribution / active EE | $1,092 | $1,527-28.5% | $2,568-57.5% | $2,343-53.4% |
| Participant deferral / active EE | $570 | $2,453-76.8% | $3,537-83.9% | $3,332-82.9% |
| Admin fee / account holder | $649 | $3,145-79.4% | $4,561-85.8% | $4,645-86.0% |