Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,186 | $77,460-75.2% | $100,378-80.9% | $80,925-76.3% |
| Participation rate | 31.5% | 76.9%-45.5pp | 81.5%-50.0pp | 67.7%-36.2pp |
| Annual return | 13.91% | 37.24%-23.3pp | 49.41%-35.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $684 | $2,801-75.6% | $3,942-82.7% | $2,756-75.2% |
| Participant deferral / active EE | $1,332 | $6,818-80.5% | $8,087-83.5% | $4,299-69.0% |
| Admin fee / account holder | $1,606 | $5,887-72.7% | $7,899-79.7% | $6,940-76.9% |