Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,260 | $78,423-76.7% | $95,964-81.0% | $79,856-77.1% |
| Participation rate | 34.2% | 73.5%-39.2pp | 77.1%-42.8pp | 69.6%-35.4pp |
| Annual return | 13.62% | 19.37%-5.8pp | 91.64%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $845 | $1,945-56.6% | $2,541-66.8% | $2,471-65.8% |
| Participant deferral / active EE | $1,305 | $3,440-62.1% | $4,167-68.7% | $3,741-65.1% |
| Admin fee / account holder | $4,093 | $5,622-27.2% | $6,797-39.8% | $5,306-22.9% |