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 | $20,421 | $66,764-69.4% | $88,497-76.9% | $62,881-67.5% |
| Participation rate | 63.0% | 77.3%-14.2pp | 82.4%-19.4pp | 69.3%-6.3pp |
| Annual return | 13.50% | 10.37%+3.1pp | 7.63%+5.9pp | 20.14%-6.6pp |
| Employer contribution / active EE | $861 | $3,077-72.0% | $4,036-78.7% | $2,281-62.2% |
| Participant deferral / active EE | $1,163 | $3,976-70.7% | $4,899-76.3% | $3,203-63.7% |
| Admin fee / account holder | $3,404 | $4,668-27.1% | $6,220-45.3% | $4,296-20.8% |