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 | $35,148 | $81,474-56.9% | $133,959-73.8% | $73,493-52.2% |
| Participation rate | 47.1% | 76.4%-29.3pp | 79.8%-32.8pp | 70.7%-23.6pp |
| Annual return | 14.39% | 19.40%-5.0pp | 45.09%-30.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $741 | $2,209-66.5% | $3,919-81.1% | $2,270-67.4% |
| Participant deferral / active EE | $1,483 | $3,786-60.8% | $5,047-70.6% | $3,740-60.3% |
| Admin fee / account holder | $11,447 | $713+1505.2% | $8,928+28.2% | $513+2131.0% |