Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,319 | $80,705-61.2% | $115,768-72.9% | $67,986-53.9% |
| Participation rate | 33.5% | 63.0%-29.4pp | 74.4%-40.9pp | 57.2%-23.7pp |
| Annual return | 21.40% | 18.49%+2.9pp | 100.46%-79.1pp | 31.67%-10.3pp |
| Employer contribution / active EE | $812 | $2,046-60.3% | $2,940-72.4% | $2,019-59.8% |
| Participant deferral / active EE | $1,462 | $3,559-58.9% | $4,917-70.3% | $3,358-56.5% |
| Admin fee / account holder | $966 | $4,135-76.6% | $12,439-92.2% | $3,203-69.8% |