Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,083 | $71,057-73.1% | $93,654-79.6% | $80,874-76.4% |
| Participation rate | 36.5% | 60.4%-23.9pp | 68.7%-32.3pp | 67.6%-31.2pp |
| Annual return | 31.47% | 11.26%+20.2pp | 133.34%-101.9pp | 35.62%-4.1pp |
| Employer contribution / active EE | $874 | $1,564-44.1% | $2,421-63.9% | $2,756-68.3% |
| Participant deferral / active EE | $1,021 | $4,034-74.7% | $4,413-76.9% | $4,297-76.2% |
| Admin fee / account holder | $787 | $6,944-88.7% | $8,282-90.5% | $6,935-88.7% |