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 | $19,454 | $73,988-73.7% | $96,538-79.8% | $75,177-74.1% |
| Participation rate | 25.4% | 66.4%-41.0pp | 74.3%-48.9pp | 67.2%-41.8pp |
| Annual return | 26.84% | 26.73%+0.1pp | 35.74%-8.9pp | 160.75%-133.9pp |
| Employer contribution / active EE | $867 | $2,930-70.4% | $3,740-76.8% | $2,671-67.5% |
| Participant deferral / active EE | $888 | $3,660-75.8% | $4,880-81.8% | $4,126-78.5% |
| Admin fee / account holder | $594 | $5,220-88.6% | $6,737-91.2% | $5,651-89.5% |