Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,465 | $80,983-71.0% | $96,544-75.7% | $75,177-68.8% |
| Participation rate | 65.5% | 71.8%-6.3pp | 76.0%-10.5pp | 67.2%-1.7pp |
| Annual return | 20.74% | 27.05%-6.3pp | 25.88%-5.1pp | 160.75%-140.0pp |
| Employer contribution / active EE | $2,150 | $2,282-5.8% | $2,966-27.5% | $2,671-19.5% |
| Participant deferral / active EE | $2,237 | $3,929-43.1% | $4,851-53.9% | $4,126-45.8% |
| Admin fee / account holder | $530 | $6,717-92.1% | $8,254-93.6% | $5,651-90.6% |