Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,007 | $81,504-76.7% | $102,437-81.4% | $80,959-76.5% |
| Participation rate | 20.8% | 66.9%-46.0pp | 74.5%-53.7pp | 67.7%-46.8pp |
| Annual return | 12.14% | 25.60%-13.5pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $198 | $3,871-94.9% | $5,060-96.1% | $4,300-95.4% |
| Admin fee / account holder | $915 | $6,719-86.4% | $8,388-89.1% | $6,925-86.8% |