Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,749 | $76,371-89.9% | $93,621-91.7% | $72,975-89.4% |
| Participation rate | 36.2% | 71.8%-35.6pp | 75.8%-39.7pp | 69.5%-33.3pp |
| Annual return | 26.74% | 25.82%+0.9pp | 32.76%-6.0pp | 81.01%-54.3pp |
| Employer contribution / active EE | $558 | $2,276-75.5% | $2,719-79.5% | $2,440-77.1% |
| Participant deferral / active EE | $1,210 | $3,538-65.8% | $4,070-70.3% | $3,608-66.4% |
| Admin fee / account holder | $767 | $6,839-88.8% | $7,890-90.3% | $5,124-85.0% |