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 | $10,117 | $52,306-80.7% | $69,779-85.5% | $62,881-83.9% |
| Participation rate | 58.0% | 67.2%-9.3pp | 71.8%-13.9pp | 69.3%-11.3pp |
| Annual return | 4.60% | 13.35%-8.8pp | 12.99%-8.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $306 | $1,799-83.0% | $2,338-86.9% | $2,281-86.6% |
| Participant deferral / active EE | $873 | $2,395-63.6% | $2,931-70.2% | $3,203-72.7% |
| Admin fee / account holder | $2,368 | $3,691-35.9% | $4,381-46.0% | $4,296-44.9% |