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 | $11,091 | $81,446-86.4% | $103,374-89.3% | $80,874-86.3% |
| Participation rate | 45.2% | 66.9%-21.6pp | 74.5%-29.3pp | 67.6%-22.4pp |
| Annual return | 26.57% | 25.57%+1.0pp | 24.89%+1.7pp | 35.62%-9.0pp |
| Employer contribution / active EE | $842 | $3,107-72.9% | $3,869-78.2% | $2,756-69.5% |
| Participant deferral / active EE | $1,540 | $3,870-60.2% | $5,058-69.6% | $4,297-64.2% |
| Admin fee / account holder | $656 | $6,715-90.2% | $8,394-92.2% | $6,935-90.5% |