Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,422 | $87,733-82.4% | $106,555-85.5% | $85,847-82.0% |
| Participation rate | 64.3% | 71.9%-7.6pp | 76.1%-11.8pp | 69.3%-5.0pp |
| Annual return | 12.98% | 21.86%-8.9pp | 26.80%-13.8pp | 318.61%-305.6pp |
| Employer contribution / active EE | $542 | $2,073-73.9% | $2,819-80.8% | $2,565-78.9% |
| Participant deferral / active EE | $763 | $3,469-78.0% | $4,399-82.7% | $3,952-80.7% |
| Admin fee / account holder | $419 | $6,767-93.8% | $7,408-94.3% | $6,261-93.3% |