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 | $30,771 | $97,550-68.5% | $120,344-74.4% | $87,485-64.8% |
| Participation rate | 26.2% | 72.8%-46.6pp | 76.7%-50.5pp | 68.9%-42.7pp |
| Annual return | 12.11% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-13.9pp |
| Employer contribution / active EE | $688 | $2,291-70.0% | $3,020-77.2% | $2,596-73.5% |
| Participant deferral / active EE | $805 | $4,230-81.0% | $5,135-84.3% | $4,274-81.2% |
| Admin fee / account holder | $730 | $9,543-92.4% | $12,742-94.3% | $7,775-90.6% |