Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,302 | $73,955-86.1% | $96,520-89.3% | $75,181-86.3% |
| Participation rate | 30.2% | 66.4%-36.2pp | 74.3%-44.1pp | 67.2%-37.0pp |
| Annual return | 33.73% | 26.72%+7.0pp | 35.72%-2.0pp | 160.69%-127.0pp |
| Employer contribution / active EE | $833 | $2,930-71.6% | $3,739-77.7% | $2,671-68.8% |
| Participant deferral / active EE | $1,205 | $3,659-67.1% | $4,879-75.3% | $4,126-70.8% |
| Admin fee / account holder | $618 | $5,217-88.1% | $6,733-90.8% | $5,650-89.1% |