Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,465 | $48,011-82.4% | $63,803-86.7% | $82,637-89.8% |
| Participation rate | 28.4% | 66.6%-38.2pp | 72.7%-44.3pp | 68.1%-39.7pp |
| Annual return | 17.36% | 19.84%-2.5pp | 543.72%-526.4pp | 53.51%-36.1pp |
| Employer contribution / active EE | $376 | $1,904-80.2% | $2,532-85.1% | $2,552-85.3% |
| Participant deferral / active EE | $605 | $2,846-78.7% | $3,843-84.3% | $4,126-85.3% |
| Admin fee / account holder | $1,554 | $3,873-59.9% | $5,196-70.1% | $7,339-78.8% |