Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,476 | $81,334-63.8% | $113,397-74.0% | $64,097-54.0% |
| Participation rate | 23.4% | 65.6%-42.3pp | 76.5%-53.1pp | 55.2%-31.8pp |
| Annual return | 17.09% | 32.50%-15.4pp | 23.20%-6.1pp | 34.64%-17.6pp |
| Employer contribution / active EE | $674 | $2,077-67.6% | $2,977-77.4% | $1,891-64.4% |
| Participant deferral / active EE | $1,231 | $3,795-67.6% | $5,076-75.7% | $3,080-60.0% |
| Admin fee / account holder | $2,220 | $4,208-47.2% | $11,957-81.4% | $3,454-35.7% |