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 | $18,207 | $58,493-68.9% | $84,021-78.3% | $72,975-75.1% |
| Participation rate | 61.3% | 61.2%+0.1pp | 69.0%-7.7pp | 69.5%-8.2pp |
| Annual return | 22.39% | 28.93%-6.5pp | 71.32%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $593 | $2,394-75.2% | $3,239-81.7% | $3,608-83.6% |
| Admin fee / account holder | $898 | $4,569-80.4% | $6,102-85.3% | $5,124-82.5% |