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 | $21,646 | $98,776-78.1% | $149,745-85.5% | $79,856-72.9% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.5%-27.9pp | 69.6%-15.1pp |
| Annual return | 27.89% | 27.38%+0.5pp | 276.72%-248.8pp | 31.71%-3.8pp |
| Employer contribution / active EE | $979 | $3,217-69.6% | $4,646-78.9% | $2,471-60.4% |
| Participant deferral / active EE | $1,259 | $5,681-77.8% | $6,843-81.6% | $3,741-66.4% |
| Admin fee / account holder | $1,594 | $6,053-73.7% | $9,312-82.9% | $5,306-70.0% |