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 | $19,222 | $86,949-77.9% | $102,460-81.2% | $80,959-76.3% |
| Participation rate | 50.5% | 72.4%-21.9pp | 76.5%-26.0pp | 67.7%-17.1pp |
| Annual return | 19.23% | 18.89%+0.3pp | 29.47%-10.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,948 | $2,370-17.8% | $3,025-35.6% | $2,757-29.4% |
| Participant deferral / active EE | $1,381 | $4,121-66.5% | $5,056-72.7% | $4,300-67.9% |
| Admin fee / account holder | $1,205 | $8,048-85.0% | $9,460-87.3% | $6,925-82.6% |