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 | $4,433 | $56,054-92.1% | $171,082-97.4% | $62,881-93.0% |
| Participation rate | 44.3% | 62.9%-18.6pp | 76.7%-32.4pp | 69.3%-25.0pp |
| Annual return | 8.19% | 22.52%-14.3pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $306 | $1,731-82.3% | $4,002-92.4% | $2,281-86.6% |
| Participant deferral / active EE | $611 | $3,158-80.7% | $4,797-87.3% | $3,203-80.9% |
| Admin fee / account holder | $387 | $3,647-89.4% | $8,520-95.5% | $4,296-91.0% |