Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,663 | $86,940-75.1% | $102,434-78.9% | $80,935-73.2% |
| Participation rate | 35.7% | 72.4%-36.7pp | 76.5%-40.8pp | 67.7%-31.9pp |
| Annual return | 18.23% | 18.89%-0.7pp | 29.46%-11.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,379 | $2,370-41.8% | $3,023-54.4% | $2,757-50.0% |
| Participant deferral / active EE | $1,534 | $4,121-62.8% | $5,055-69.6% | $4,299-64.3% |
| Admin fee / account holder | $357 | $8,047-95.6% | $9,462-96.2% | $6,924-94.9% |