Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,074 | $77,896-83.2% | $134,172-90.3% | $82,448-84.1% |
| Participation rate | 34.4% | 62.8%-28.4pp | 72.5%-38.0pp | 68.1%-33.6pp |
| Annual return | 15.38% | 18.21%-2.8pp | 25.30%-9.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $798 | $2,159-63.0% | $3,420-76.7% | $2,551-68.7% |
| Participant deferral / active EE | $933 | $3,162-70.5% | $4,690-80.1% | $4,139-77.5% |
| Admin fee / account holder | $2,939 | $6,336-53.6% | $12,016-75.5% | $7,234-59.4% |