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 | $14,161 | $78,425-81.9% | $95,956-85.2% | $79,858-82.3% |
| Participation rate | 41.4% | 73.5%-32.1pp | 77.1%-35.7pp | 69.6%-28.3pp |
| Annual return | 19.00% | 19.37%-0.4pp | 91.63%-72.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $799 | $1,945-58.9% | $2,541-68.6% | $2,471-67.7% |
| Participant deferral / active EE | $1,367 | $3,440-60.3% | $4,167-67.2% | $3,740-63.4% |
| Admin fee / account holder | $901 | $5,622-84.0% | $6,797-86.7% | $5,306-83.0% |