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 | $9,752 | $107,666-90.9% | $102,184-90.5% | $154,746-93.7% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 18.73% | 29.33%-10.6pp | 31.58%-12.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $935 | $3,846-75.7% | $3,594-74.0% | $4,379-78.6% |
| Participant deferral / active EE | $1,102 | $8,719-87.4% | $8,309-86.7% | $6,730-83.6% |
| Admin fee / account holder | $487 | $12,943-96.2% | $11,609-95.8% | $14,365-96.6% |