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 | $23,297 | $79,961-70.9% | $98,462-76.3% | $75,177-69.0% |
| Participation rate | 55.8% | 70.4%-14.5pp | 75.2%-19.3pp | 67.2%-11.4pp |
| Annual return | 18.02% | 19.75%-1.7pp | 21.17%-3.2pp | 160.75%-142.7pp |
| Employer contribution / active EE | $598 | $2,264-73.6% | $3,049-80.4% | $2,671-77.6% |
| Participant deferral / active EE | $1,289 | $3,753-65.7% | $4,738-72.8% | $4,126-68.8% |
| Admin fee / account holder | $942 | $6,842-86.2% | $8,875-89.4% | $5,651-83.3% |