Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,113 | $48,050-76.9% | $96,754-88.5% | $64,340-82.7% |
| Participation rate | 8.5% | 40.6%-32.1pp | 70.3%-61.8pp | 55.2%-46.8pp |
| Annual return | 14.40% | 23.41%-9.0pp | 82.04%-67.6pp | 24.14%-9.7pp |
| Employer contribution / active EE | $263 | $1,204-78.2% | $2,679-90.2% | $1,862-85.9% |
| Participant deferral / active EE | $383 | $2,191-82.5% | $4,758-91.9% | $2,980-87.1% |
| Admin fee / account holder | $6,316 | $3,741+68.8% | $8,905-29.1% | $3,703+70.6% |