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 | $29,351 | $86,938-66.2% | $102,423-71.3% | $80,925-63.7% |
| Participation rate | 40.3% | 72.4%-32.1pp | 76.5%-36.2pp | 67.7%-27.4pp |
| Annual return | 11.33% | 18.89%-7.6pp | 29.42%-18.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $765 | $2,369-67.7% | $3,023-74.7% | $2,756-72.3% |
| Participant deferral / active EE | $1,323 | $4,120-67.9% | $5,054-73.8% | $4,299-69.2% |
| Admin fee / account holder | $2,136 | $8,053-73.5% | $9,455-77.4% | $6,940-69.2% |