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 | $28,821 | $100,194-71.2% | $122,979-76.6% | $86,983-66.9% |
| Participation rate | 69.4% | 73.0%-3.6pp | 77.2%-7.8pp | 69.5%-0.1pp |
| Annual return | 12.52% | 16.47%-4.0pp | 20.12%-7.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,026 | $2,326-55.9% | $3,062-66.5% | $2,584-60.3% |
| Participant deferral / active EE | $1,516 | $4,133-63.3% | $5,003-69.7% | $4,194-63.9% |
| Admin fee / account holder | $4,759 | $10,148-53.1% | $12,864-63.0% | $7,856-39.4% |