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 | $18,627 | $50,464-63.1% | $75,784-75.4% | $52,331-64.4% |
| Participation rate | 31.6% | 66.8%-35.1pp | 75.8%-44.2pp | 68.1%-36.5pp |
| Annual return | 53.90% | 1.03%+52.9pp | 9.68%+44.2pp | 4.54%+49.4pp |
| Employer contribution / active EE | $648 | $1,988-67.4% | $3,323-80.5% | $1,882-65.6% |
| Participant deferral / active EE | $981 | $2,570-61.8% | $3,652-73.1% | $3,022-67.5% |
| Admin fee / account holder | $844 | $1,103-23.4% | $5,300-84.1% | $592+42.7% |