Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,047 | $86,949-75.8% | $102,460-79.5% | $80,959-74.0% |
| Participation rate | 64.6% | 72.4%-7.8pp | 76.5%-11.9pp | 67.7%-3.1pp |
| Annual return | 16.48% | 18.89%-2.4pp | 29.47%-13.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,539 | $2,370-35.1% | $3,025-49.1% | $2,757-44.2% |
| Participant deferral / active EE | $1,681 | $4,121-59.2% | $5,056-66.8% | $4,300-60.9% |
| Admin fee / account holder | $3,315 | $8,048-58.8% | $9,460-65.0% | $6,925-52.1% |