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 | $14,063 | $80,992-82.6% | $96,534-85.4% | $75,173-81.3% |
| Participation rate | 58.3% | 71.8%-13.5pp | 76.0%-17.6pp | 67.2%-8.9pp |
| Annual return | 19.45% | 27.05%-7.6pp | 25.88%-6.4pp | 160.72%-141.3pp |
| Employer contribution / active EE | $774 | $2,283-66.1% | $2,965-73.9% | $2,671-71.0% |
| Participant deferral / active EE | $1,491 | $3,929-62.1% | $4,851-69.3% | $4,126-63.9% |
| Admin fee / account holder | $1,290 | $6,717-80.8% | $8,253-84.4% | $5,651-77.2% |