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 | $23,064 | $98,776-76.7% | $149,745-84.6% | $79,856-71.1% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 14.57% | 27.38%-12.8pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,400 | $3,217-56.5% | $4,646-69.9% | $2,471-43.4% |
| Participant deferral / active EE | $2,355 | $5,681-58.5% | $6,843-65.6% | $3,741-37.0% |
| Admin fee / account holder | $4,981 | $6,053-17.7% | $9,312-46.5% | $5,306-6.1% |