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 | $27,479 | $145,431-81.1% | $211,142-87.0% | $87,485-68.6% |
| Participation rate | 67.5% | 84.7%-17.2pp | 87.3%-19.8pp | 68.9%-1.4pp |
| Annual return | 17.89% | 27.21%-9.3pp | 46.84%-28.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,911 | $4,662-59.0% | $6,442-70.3% | $2,596-26.4% |
| Participant deferral / active EE | $3,056 | $6,859-55.4% | $9,284-67.1% | $4,274-28.5% |
| Admin fee / account holder | $1,955 | $17,052-88.5% | $19,076-89.7% | $7,775-74.8% |