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 | $24,615 | $67,602-63.6% | $82,312-70.1% | $70,126-64.9% |
| Participation rate | 31.4% | 72.8%-41.3pp | 76.9%-45.5pp | 69.5%-38.1pp |
| Annual return | 19.42% | 21.57%-2.1pp | 25.88%-6.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,232 | $2,987-58.8% | $3,706-66.8% | $3,332-63.0% |
| Admin fee / account holder | $2,316 | $4,512-48.7% | $5,608-58.7% | $4,645-50.1% |