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 | $9,760 | $140,592-93.1% | $123,105-92.1% | $125,389-92.2% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | -1.39% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,302 | $6,041-78.4% | $5,151-74.7% | $4,866-73.2% |
| Participant deferral / active EE | $340 | $6,980-95.1% | $6,229-94.5% | $5,352-93.6% |
| Admin fee / account holder | $8,190 | $11,198-26.9% | $9,014-9.1% | $9,541-14.2% |