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 | $20,587 | $98,776-79.2% | $149,745-86.3% | $79,856-74.2% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.5%-27.5pp | 69.6%-14.6pp |
| Annual return | 15.57% | 27.38%-11.8pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $613 | $3,217-80.9% | $4,646-86.8% | $2,471-75.2% |
| Participant deferral / active EE | $1,687 | $5,681-70.3% | $6,843-75.3% | $3,741-54.9% |
| Admin fee / account holder | $4,554 | $6,053-24.8% | $9,312-51.1% | $5,306-14.2% |