Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,932 | $106,864-80.4% | $147,318-85.8% | $82,637-74.7% |
| Participation rate | 20.5% | 75.5%-55.1pp | 82.1%-61.6pp | 68.1%-47.6pp |
| Annual return | 28.24% | 27.49%+0.8pp | 70.43%-42.2pp | 53.51%-25.3pp |
| Employer contribution / active EE | $836 | $3,417-75.5% | $4,593-81.8% | $2,552-67.2% |
| Participant deferral / active EE | $1,294 | $6,496-80.1% | $7,906-83.6% | $4,126-68.6% |
| Admin fee / account holder | $834 | $8,415-90.1% | $13,708-93.9% | $7,339-88.6% |