Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,506 | $104,098-61.1% | $140,514-71.2% | $94,015-56.9% |
| Participation rate | 62.5% | 73.7%-11.2pp | 77.8%-15.3pp | 70.8%-8.3pp |
| Annual return | 13.87% | 15.14%-1.3pp | 14.36%-0.5pp | 17.84%-4.0pp |
| Employer contribution / active EE | $741 | $2,388-69.0% | $3,378-78.1% | $2,790-73.4% |
| Participant deferral / active EE | $1,470 | $4,033-63.6% | $4,919-70.1% | $4,249-65.4% |
| Admin fee / account holder | $4,504 | $10,439-56.9% | $13,697-67.1% | $8,951-49.7% |