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 | $26,059 | $78,425-66.8% | $95,956-72.8% | $79,858-67.4% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.2pp | 69.6%-0.8pp |
| Annual return | 14.22% | 19.37%-5.2pp | 91.63%-77.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $604 | $1,945-68.9% | $2,541-76.2% | $2,471-75.6% |
| Participant deferral / active EE | $1,240 | $3,440-63.9% | $4,167-70.2% | $3,740-66.8% |
| Admin fee / account holder | $1,604 | $5,622-71.5% | $6,797-76.4% | $5,306-69.8% |