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 | $27,406 | $67,638-59.5% | $133,346-79.4% | $69,733-60.7% |
| Participation rate | 32.7% | 54.3%-21.5pp | 72.8%-40.1pp | 62.5%-29.7pp |
| Annual return | 17.49% | 13.38%+4.1pp | 36.85%-19.4pp | 15.22%+2.3pp |
| Employer contribution / active EE | $383 | $1,177-67.5% | $2,853-86.6% | $2,250-83.0% |
| Participant deferral / active EE | $716 | $2,567-72.1% | $4,332-83.5% | $3,054-76.6% |
| Admin fee / account holder | $4,525 | $4,814-6.0% | $14,264-68.3% | $3,102+45.9% |