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 | $9,515 | $54,763-82.6% | $90,324-89.5% | $72,976-87.0% |
| Participation rate | 28.1% | 65.2%-37.0pp | 73.3%-45.2pp | 69.5%-41.4pp |
| Annual return | 19.65% | 30.63%-11.0pp | 78.15%-58.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $330 | $2,093-84.2% | $2,856-88.4% | $2,440-86.5% |
| Participant deferral / active EE | $369 | $2,887-87.2% | $3,885-90.5% | $3,608-89.8% |
| Admin fee / account holder | $378 | $3,973-90.5% | $5,356-92.9% | $5,124-92.6% |