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 | $14,836 | $106,524-86.1% | $152,301-90.3% | $87,485-83.0% |
| Participation rate | 31.0% | 75.8%-44.7pp | 82.4%-51.4pp | 68.9%-37.9pp |
| Annual return | 33.38% | 26.89%+6.5pp | 80.50%-47.1pp | 26.06%+7.3pp |
| Employer contribution / active EE | $602 | $3,371-82.2% | $4,624-87.0% | $2,596-76.8% |
| Participant deferral / active EE | $471 | $6,525-92.8% | $8,004-94.1% | $4,274-89.0% |
| Admin fee / account holder | $1,810 | $8,287-78.2% | $14,398-87.4% | $7,775-76.7% |