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 | $16,109 | $84,936-81.0% | $111,303-85.5% | $79,393-79.7% |
| Participation rate | 32.9% | 75.9%-43.0pp | 77.3%-44.5pp | 70.7%-37.8pp |
| Annual return | 20.18% | 17.45%+2.7pp | 54.66%-34.5pp | 116.87%-96.7pp |
| Employer contribution / active EE | $995 | $1,979-49.7% | $2,731-63.6% | $2,428-59.0% |
| Participant deferral / active EE | $1,527 | $3,888-60.7% | $4,487-66.0% | $4,046-62.3% |
| Admin fee / account holder | $1,151 | $537+114.3% | $7,966-85.5% | $627+83.7% |