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 | $8,513 | $78,428-89.1% | $95,960-91.1% | $79,852-89.3% |
| Participation rate | 59.8% | 73.5%-13.7pp | 77.1%-17.3pp | 69.6%-9.9pp |
| Annual return | 16.73% | 19.37%-2.6pp | 91.63%-74.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $683 | $1,945-64.9% | $2,541-73.1% | $2,471-72.3% |
| Participant deferral / active EE | $752 | $3,440-78.1% | $4,167-82.0% | $3,740-79.9% |
| Admin fee / account holder | $1,296 | $5,622-77.0% | $6,797-80.9% | $5,306-75.6% |