Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,898 | $86,341-67.7% | $125,192-77.7% | $65,185-57.2% |
| Participation rate | 19.9% | 75.3%-55.5pp | 79.8%-59.9pp | 70.2%-50.3pp |
| Annual return | 29.98% | 27.44%+2.5pp | 43.79%-13.8pp | 29.38%+0.6pp |
| Employer contribution / active EE | $643 | $2,040-68.5% | $3,866-83.4% | $2,177-70.5% |
| Participant deferral / active EE | $1,354 | $3,538-61.7% | $4,937-72.6% | $3,514-61.5% |
| Admin fee / account holder | $305 | $609-49.9% | $9,704-96.9% | $847-64.0% |