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 | $32,022 | $123,793-74.1% | $177,848-82.0% | $79,856-59.9% |
| Participation rate | 56.5% | 84.7%-28.2pp | 87.7%-31.3pp | 69.6%-13.2pp |
| Annual return | 21.83% | 22.82%-1.0pp | 48.33%-26.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,324 | $4,095-67.7% | $5,919-77.6% | $2,471-46.4% |
| Participant deferral / active EE | $2,662 | $5,956-55.3% | $7,714-65.5% | $3,741-28.8% |
| Admin fee / account holder | $425 | $7,243-94.1% | $12,431-96.6% | $5,306-92.0% |