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 | $22,230 | $98,760-77.5% | $149,715-85.2% | $79,858-72.2% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.6%-35.0pp |
| Annual return | 83.69% | 27.43%+56.3pp | 276.66%-193.0pp | 31.72%+52.0pp |
| Employer contribution / active EE | $859 | $3,217-73.3% | $4,645-81.5% | $2,471-65.2% |
| Participant deferral / active EE | $1,940 | $5,681-65.8% | $6,842-71.6% | $3,740-48.1% |
| Admin fee / account holder | $528 | $6,053-91.3% | $9,310-94.3% | $5,306-90.0% |