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 | $6,416 | $76,551-91.6% | $123,894-94.8% | $62,881-89.8% |
| Participation rate | 37.5% | 73.0%-35.5pp | 81.4%-43.9pp | 69.3%-31.8pp |
| Annual return | 8.51% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $764 | $2,882-73.5% | $4,617-83.5% | $2,281-66.5% |
| Participant deferral / active EE | $1,622 | $4,840-66.5% | $5,984-72.9% | $3,203-49.3% |
| Admin fee / account holder | $1,874 | $4,826-61.2% | $8,357-77.6% | $4,296-56.4% |