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 | $13,620 | $64,517-78.9% | $81,438-83.3% | $80,874-83.2% |
| Participation rate | 23.4% | 63.9%-40.5pp | 69.5%-46.1pp | 67.6%-44.2pp |
| Annual return | 12.27% | 16.35%-4.1pp | 24.74%-12.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $672 | $1,982-66.1% | $2,460-72.7% | $2,756-75.6% |
| Participant deferral / active EE | $1,005 | $3,096-67.5% | $3,883-74.1% | $4,297-76.6% |
| Admin fee / account holder | $450 | $5,677-92.1% | $5,764-92.2% | $6,935-93.5% |