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 | $18,169 | $77,523-76.6% | $100,383-81.9% | $80,874-77.5% |
| Participation rate | 61.7% | 77.0%-15.3pp | 81.5%-19.8pp | 67.6%-6.0pp |
| Annual return | 16.09% | 37.21%-21.1pp | 49.26%-33.2pp | 35.62%-19.5pp |
| Employer contribution / active EE | $745 | $2,801-73.4% | $3,944-81.1% | $2,756-73.0% |
| Participant deferral / active EE | $1,931 | $6,822-71.7% | $8,086-76.1% | $4,297-55.1% |
| Admin fee / account holder | $2,551 | $5,899-56.8% | $7,900-67.7% | $6,935-63.2% |