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 | $32,542 | $101,950-68.1% | $125,529-74.1% | $86,983-62.6% |
| Participation rate | 21.6% | 70.2%-48.6pp | 74.7%-53.2pp | 69.5%-48.0pp |
| Annual return | 15.42% | 18.29%-2.9pp | 202.56%-187.1pp | 25.83%-10.4pp |
| Employer contribution / active EE | $785 | $2,358-66.7% | $3,058-74.3% | $2,584-69.6% |
| Participant deferral / active EE | $1,260 | $3,862-67.4% | $4,813-73.8% | $4,194-70.0% |
| Admin fee / account holder | $11,854 | $12,791-7.3% | $16,298-27.3% | $7,856+50.9% |