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 | $12,659 | $41,377-69.4% | $109,313-88.4% | $62,881-79.9% |
| Participation rate | 36.4% | 57.5%-21.2pp | 71.3%-34.9pp | 69.3%-32.9pp |
| Annual return | 6.78% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $301 | $1,276-76.4% | $3,892-92.3% | $2,281-86.8% |
| Participant deferral / active EE | $626 | $2,045-69.4% | $3,166-80.2% | $3,203-80.5% |
| Admin fee / account holder | $6,149 | $2,884+113.2% | $5,666+8.5% | $4,296+43.1% |