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 | $16,201 | $78,423-79.3% | $95,964-83.1% | $79,856-79.7% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.4pp |
| Annual return | 24.02% | 19.37%+4.6pp | 91.64%-67.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $883 | $1,945-54.6% | $2,541-65.3% | $2,471-64.3% |
| Participant deferral / active EE | $1,227 | $3,440-64.3% | $4,167-70.5% | $3,741-67.2% |
| Admin fee / account holder | $1,379 | $5,622-75.5% | $6,797-79.7% | $5,306-74.0% |