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 | $28,918 | $104,098-72.2% | $140,514-79.4% | $94,015-69.2% |
| Participation rate | 33.3% | 73.7%-40.4pp | 77.8%-44.5pp | 70.8%-37.5pp |
| Annual return | 15.68% | 15.14%+0.5pp | 14.36%+1.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $721 | $2,388-69.8% | $3,378-78.7% | $2,790-74.2% |
| Participant deferral / active EE | $887 | $4,033-78.0% | $4,919-82.0% | $4,249-79.1% |
| Admin fee / account holder | $1,928 | $10,439-81.5% | $13,697-85.9% | $8,951-78.5% |