Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,532 | $83,485-88.6% | $125,192-92.4% | $72,975-86.9% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.5%-21.1pp |
| Annual return | 17.85% | 25.77%-7.9pp | 43.79%-25.9pp | 81.01%-63.2pp |
| Employer contribution / active EE | $592 | $2,346-74.8% | $3,866-84.7% | $2,440-75.7% |
| Participant deferral / active EE | $1,021 | $3,586-71.5% | $4,937-79.3% | $3,608-71.7% |
| Admin fee / account holder | $653 | $5,518-88.2% | $9,704-93.3% | $5,124-87.3% |