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 | $19,432 | $101,795-80.9% | $165,100-88.2% | $80,959-76.0% |
| Participation rate | 46.9% | 71.8%-25.0pp | 78.6%-31.7pp | 67.7%-20.8pp |
| Annual return | 16.19% | 16.73%-0.5pp | 70.21%-54.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,892 | $4,476-57.7% | $6,035-68.6% | $4,300-56.0% |
| Admin fee / account holder | $637 | $8,221-92.2% | $12,696-95.0% | $6,925-90.8% |