Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,574 | $93,345-71.5% | $119,126-77.7% | $87,485-69.6% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 12.67% | 19.08%-6.4pp | 282.11%-269.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,073 | $3,172-66.2% | $4,034-73.4% | $2,596-58.7% |
| Participant deferral / active EE | $1,622 | $4,099-60.4% | $5,318-69.5% | $4,274-62.0% |
| Admin fee / account holder | $8,387 | $8,039+4.3% | $10,693-21.6% | $7,775+7.9% |