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 | $18,111 | $87,225-79.2% | $158,226-88.6% | $94,015-80.7% |
| Participation rate | 41.4% | 67.9%-26.6pp | 74.8%-33.5pp | 70.8%-29.4pp |
| Annual return | 13.40% | 16.34%-2.9pp | 501.41%-488.0pp | 17.84%-4.4pp |
| Employer contribution / active EE | $664 | $2,217-70.0% | $2,986-77.8% | $2,790-76.2% |
| Participant deferral / active EE | $841 | $3,405-75.3% | $4,317-80.5% | $4,249-80.2% |
| Admin fee / account holder | $7,914 | $7,888+0.3% | $10,217-22.5% | $8,951-11.6% |