Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,197 | $47,448-74.3% | $94,993-87.2% | $62,293-80.4% |
| Participation rate | 25.0% | 66.5%-41.5pp | 73.9%-48.9pp | 69.5%-44.5pp |
| Annual return | 19.89% | 22.64%-2.7pp | 27.14%-7.3pp | 28.90%-9.0pp |
| Employer contribution / active EE | $470 | $1,300-63.9% | $2,603-82.0% | $2,042-77.0% |
| Participant deferral / active EE | $717 | $2,375-69.8% | $3,317-78.4% | $3,169-77.4% |
| Admin fee / account holder | $988 | $434+127.5% | $4,960-80.1% | $479+106.1% |