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 | $18,621 | $48,364-61.5% | $71,796-74.1% | $62,881-70.4% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 5.26% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $310 | $1,042-70.3% | $1,924-83.9% | $2,281-86.4% |
| Participant deferral / active EE | $641 | $2,091-69.3% | $2,794-77.1% | $3,203-80.0% |
| Admin fee / account holder | $1,370 | $3,771-63.7% | $4,815-71.5% | $4,296-68.1% |