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 | $22,636 | $67,602-66.5% | $82,312-72.5% | $70,126-67.7% |
| Participation rate | 39.0% | 72.8%-33.8pp | 76.9%-37.9pp | 69.5%-30.6pp |
| Annual return | 18.32% | 21.57%-3.2pp | 25.88%-7.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $682 | $1,755-61.2% | $2,428-71.9% | $2,343-70.9% |
| Participant deferral / active EE | $988 | $2,987-66.9% | $3,706-73.4% | $3,332-70.4% |
| Admin fee / account holder | $1,451 | $4,512-67.8% | $5,608-74.1% | $4,645-68.8% |