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 | $21,312 | $140,592-84.8% | $123,105-82.7% | $125,389-83.0% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | -0.10% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,749 | $6,041-71.1% | $5,151-66.1% | $4,866-64.1% |
| Participant deferral / active EE | $2,186 | $6,980-68.7% | $6,229-64.9% | $5,352-59.1% |
| Admin fee / account holder | $683 | $11,198-93.9% | $9,014-92.4% | $9,541-92.8% |