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 | $9,756 | $98,240-90.1% | $82,312-88.1% | $147,586-93.4% |
| Participation rate | 45.8% | 79.7%-33.9pp | 76.9%-31.1pp | 82.8%-37.0pp |
| Annual return | 18.68% | 30.85%-12.2pp | 25.88%-7.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $702 | $3,192-78.0% | $2,428-71.1% | $4,876-85.6% |
| Participant deferral / active EE | $989 | $4,383-77.4% | $3,706-73.3% | $5,439-81.8% |
| Admin fee / account holder | $975 | $8,563-88.6% | $5,608-82.6% | $10,886-91.0% |