Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,553 | $67,894-84.5% | $89,340-88.2% | $82,448-87.2% |
| Participation rate | 29.5% | 64.0%-34.5pp | 69.6%-40.1pp | 68.1%-38.6pp |
| Annual return | 24.39% | 19.21%+5.2pp | 20.57%+3.8pp | 41.64%-17.3pp |
| Employer contribution / active EE | $425 | $1,828-76.7% | $2,231-80.9% | $2,551-83.3% |
| Participant deferral / active EE | $956 | $3,072-68.9% | $3,823-75.0% | $4,139-76.9% |
| Admin fee / account holder | $447 | $5,723-92.2% | $6,704-93.3% | $7,234-93.8% |