Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,283 | $90,064-68.6% | $100,392-71.8% | $77,736-63.6% |
| Participation rate | 38.0% | 81.3%-43.3pp | 81.5%-43.5pp | 70.6%-32.6pp |
| Annual return | 24.15% | 20.61%+3.5pp | 49.45%-25.3pp | 31.26%-7.1pp |
| Employer contribution / active EE | $2,083 | $3,043-31.6% | $3,941-47.2% | $2,728-23.6% |
| Participant deferral / active EE | $3,027 | $8,282-63.5% | $8,090-62.6% | $4,651-34.9% |
| Admin fee / account holder | $3,851 | $172+2138.8% | $7,904-51.3% | $433+788.8% |