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 | $18,093 | $116,203-84.4% | $93,621-80.7% | $152,909-88.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 15.98% | 35.96%-20.0pp | 32.76%-16.8pp | 345.46%-329.5pp |
| Employer contribution / active EE | $849 | $3,219-73.6% | $2,719-68.8% | $4,764-82.2% |
| Participant deferral / active EE | $849 | $4,605-81.6% | $4,070-79.1% | $5,851-85.5% |
| Admin fee / account holder | $1,817 | $10,751-83.1% | $7,890-77.0% | $11,601-84.3% |