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 | $14,499 | $62,672-76.9% | $185,117-92.2% | $70,126-79.3% |
| Participation rate | 28.6% | 63.8%-35.2pp | 77.3%-48.7pp | 69.5%-41.0pp |
| Annual return | 19.66% | 40.79%-21.1pp | 40.50%-20.8pp | 73.15%-53.5pp |
| Employer contribution / active EE | $648 | $1,753-63.0% | $4,182-84.5% | $2,343-72.3% |
| Participant deferral / active EE | $690 | $3,272-78.9% | $5,045-86.3% | $3,332-79.3% |
| Admin fee / account holder | $540 | $3,932-86.3% | $8,159-93.4% | $4,645-88.4% |