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 | $11,123 | $72,177-84.6% | $115,038-90.3% | $59,633-81.3% |
| Participation rate | 29.8% | 72.6%-42.8pp | 81.4%-51.6pp | 68.7%-38.9pp |
| Annual return | 16.34% | 12.02%+4.3pp | 26.14%-9.8pp | 2041.45%-2025.1pp |
| Employer contribution / active EE | $800 | $2,841-71.8% | $4,608-82.6% | $2,203-63.7% |
| Participant deferral / active EE | $1,703 | $4,783-64.4% | $6,026-71.7% | $3,192-46.6% |
| Admin fee / account holder | $3,608 | $4,927-26.8% | $8,175-55.9% | $4,297-16.0% |