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 | $27,644 | $109,359-74.7% | $162,185-83.0% | $72,976-62.1% |
| Participation rate | 45.1% | 84.3%-39.2pp | 87.6%-42.5pp | 69.5%-24.4pp |
| Annual return | 25.03% | 25.46%-0.4pp | 115.61%-90.6pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,483 | $3,907-62.0% | $5,613-73.6% | $2,440-39.2% |
| Participant deferral / active EE | $2,403 | $5,481-56.2% | $7,297-67.1% | $3,608-33.4% |
| Admin fee / account holder | $1,789 | $7,972-77.6% | $10,844-83.5% | $5,124-65.1% |