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 | $12,195 | $97,550-87.5% | $120,344-89.9% | $87,485-86.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.7%-14.2pp | 68.9%-6.4pp |
| Annual return | 13.22% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,149 | $2,291-6.2% | $3,020-28.8% | $2,596-17.2% |
| Participant deferral / active EE | $530 | $4,230-87.5% | $5,135-89.7% | $4,274-87.6% |
| Admin fee / account holder | $2,614 | $9,543-72.6% | $12,742-79.5% | $7,775-66.4% |