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 | $7,861 | $67,595-88.4% | $186,193-95.8% | $64,340-87.8% |
| Participation rate | 42.5% | 51.9%-9.5pp | 77.1%-34.6pp | 55.2%-12.8pp |
| Annual return | 14.01% | 17.46%-3.5pp | 78.03%-64.0pp | 24.14%-10.1pp |
| Employer contribution / active EE | $384 | $1,513-74.6% | $3,918-90.2% | $1,862-79.4% |
| Participant deferral / active EE | $612 | $3,023-79.8% | $6,513-90.6% | $2,980-79.5% |
| Admin fee / account holder | $5,891 | $5,311+10.9% | $11,058-46.7% | $3,703+59.1% |