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 | $19,748 | $91,559-78.4% | $133,959-85.3% | $79,858-75.3% |
| Participation rate | 24.4% | 73.3%-49.0pp | 79.8%-55.5pp | 69.6%-45.3pp |
| Annual return | 18.03% | 61.85%-43.8pp | 45.09%-27.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $562 | $2,384-76.4% | $3,919-85.6% | $2,471-77.2% |
| Participant deferral / active EE | $920 | $3,734-75.3% | $5,047-81.8% | $3,740-75.4% |
| Admin fee / account holder | $7,725 | $6,321+22.2% | $8,928-13.5% | $5,306+45.6% |