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 | $25,619 | $81,334-68.5% | $113,397-77.4% | $64,097-60.0% |
| Participation rate | 45.8% | 65.6%-19.9pp | 76.5%-30.7pp | 55.2%-9.4pp |
| Annual return | 19.88% | 32.50%-12.6pp | 23.20%-3.3pp | 34.64%-14.8pp |
| Employer contribution / active EE | $1,512 | $2,077-27.2% | $2,977-49.2% | $1,891-20.1% |
| Participant deferral / active EE | $1,592 | $3,795-58.1% | $5,076-68.6% | $3,080-48.3% |
| Admin fee / account holder | $779 | $4,208-81.5% | $11,957-93.5% | $3,454-77.5% |