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 | $19,188 | $60,349-68.2% | $74,184-74.1% | $62,881-69.5% |
| Participation rate | 20.7% | 72.7%-52.0pp | 76.6%-55.9pp | 69.3%-48.6pp |
| Annual return | 14.73% | 21.38%-6.6pp | 17.74%-3.0pp | 20.14%-5.4pp |
| Employer contribution / active EE | $609 | $1,680-63.8% | $2,370-74.3% | $2,281-73.3% |
| Participant deferral / active EE | $744 | $2,856-74.0% | $3,550-79.0% | $3,203-76.8% |
| Admin fee / account holder | $490 | $4,261-88.5% | $5,586-91.2% | $4,296-88.6% |