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 | $23,273 | $136,860-83.0% | $120,344-80.7% | $154,746-85.0% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 15.98% | 21.38%-5.4pp | 20.30%-4.3pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,034 | $3,533-70.7% | $3,020-65.8% | $4,379-76.4% |
| Participant deferral / active EE | $658 | $5,793-88.6% | $5,135-87.2% | $6,730-90.2% |
| Admin fee / account holder | $675 | $15,393-95.6% | $12,742-94.7% | $14,365-95.3% |