Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,955 | $81,403-68.1% | $147,027-82.3% | $87,485-70.3% |
| Participation rate | 37.0% | 63.4%-26.5pp | 73.7%-36.8pp | 68.9%-32.0pp |
| Annual return | 19.33% | 16.51%+2.8pp | 20.23%-0.9pp | 26.06%-6.7pp |
| Employer contribution / active EE | $568 | $2,205-74.3% | $3,626-84.3% | $2,596-78.1% |
| Participant deferral / active EE | $1,018 | $3,315-69.3% | $4,933-79.4% | $4,274-76.2% |
| Admin fee / account holder | $806 | $6,755-88.1% | $12,223-93.4% | $7,775-89.6% |