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 | $22,541 | $106,749-78.9% | $145,433-84.5% | $82,448-72.7% |
| Participation rate | 56.3% | 75.6%-19.4pp | 82.1%-25.9pp | 68.1%-11.8pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $754 | $3,444-78.1% | $4,554-83.5% | $2,551-70.5% |
| Participant deferral / active EE | $2,398 | $6,519-63.2% | $7,897-69.6% | $4,139-42.1% |
| Admin fee / account holder | $300 | $8,390-96.4% | $13,129-97.7% | $7,234-95.9% |