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 | $26,604 | $83,485-68.1% | $125,192-78.7% | $72,975-63.5% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.5%-25.5pp |
| Annual return | 21.32% | 25.77%-4.5pp | 43.79%-22.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,005 | $2,346-57.1% | $3,866-74.0% | $2,440-58.8% |
| Participant deferral / active EE | $1,512 | $3,586-57.8% | $4,937-69.4% | $3,608-58.1% |
| Admin fee / account holder | $3,427 | $5,518-37.9% | $9,704-64.7% | $5,124-33.1% |