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 | $18,387 | $73,787-75.1% | $98,716-81.4% | $82,448-77.7% |
| Participation rate | 51.4% | 61.4%-10.1pp | 69.3%-17.9pp | 68.1%-16.7pp |
| Annual return | 13.06% | 18.57%-5.5pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $422 | $1,511-72.1% | $2,279-81.5% | $2,551-83.4% |
| Participant deferral / active EE | $561 | $3,081-81.8% | $4,048-86.1% | $4,139-86.4% |
| Admin fee / account holder | $3,603 | $6,500-44.6% | $8,703-58.6% | $7,234-50.2% |