Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,573 | $86,919-90.1% | $102,457-91.6% | $80,911-89.4% |
| Participation rate | 21.1% | 72.4%-51.3pp | 76.5%-55.4pp | 67.6%-46.6pp |
| Annual return | 21.88% | 18.90%+3.0pp | 29.41%-7.5pp | 35.63%-13.8pp |
| Employer contribution / active EE | $775 | $2,368-67.3% | $3,022-74.4% | $2,756-71.9% |
| Participant deferral / active EE | $1,041 | $4,119-74.7% | $5,054-79.4% | $4,297-75.8% |
| Admin fee / account holder | $627 | $8,049-92.2% | $9,451-93.4% | $6,935-91.0% |