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 | $24,161 | $91,120-73.5% | $161,149-85.0% | $64,097-62.3% |
| Participation rate | 41.0% | 62.2%-21.2pp | 78.8%-37.8pp | 55.2%-14.2pp |
| Annual return | 16.93% | 17.95%-1.0pp | 21.16%-4.2pp | 34.64%-17.7pp |
| Employer contribution / active EE | $657 | $2,284-71.2% | $4,360-84.9% | $1,891-65.2% |
| Participant deferral / active EE | $1,238 | $3,708-66.6% | $6,153-79.9% | $3,080-59.8% |
| Admin fee / account holder | $1,713 | $4,535-62.2% | $15,194-88.7% | $3,454-50.4% |