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 | $23,285 | $91,424-74.5% | $135,942-82.9% | $71,495-67.4% |
| Participation rate | 53.9% | 75.7%-21.7pp | 81.9%-28.0pp | 67.9%-14.0pp |
| Annual return | 19.41% | 29.90%-10.5pp | 68.28%-48.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,586 | $7,092-63.5% | $7,759-66.7% | $4,291-39.7% |
| Admin fee / account holder | $1,480 | $1,266+16.9% | $10,764-86.3% | $1,588-6.8% |