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 | $27,513 | $125,797-78.1% | $170,057-83.8% | $75,177-63.4% |
| Participation rate | 65.7% | 83.6%-17.9pp | 87.0%-21.3pp | 67.2%-1.5pp |
| Annual return | 16.94% | 27.20%-10.3pp | 53.42%-36.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,468 | $4,616-68.2% | $6,790-78.4% | $2,671-45.0% |
| Participant deferral / active EE | $1,724 | $6,838-74.8% | $10,411-83.4% | $4,126-58.2% |
| Admin fee / account holder | $1,754 | $8,177-78.5% | $12,826-86.3% | $5,651-69.0% |