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 | $19,774 | $76,551-74.2% | $123,894-84.0% | $62,881-68.6% |
| Participation rate | 52.8% | 73.0%-20.2pp | 81.4%-28.6pp | 69.3%-16.5pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $671 | $2,882-76.7% | $4,617-85.5% | $2,281-70.6% |
| Participant deferral / active EE | $1,445 | $4,840-70.1% | $5,984-75.8% | $3,203-54.9% |
| Admin fee / account holder | $495 | $4,826-89.8% | $8,357-94.1% | $4,296-88.5% |