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 | $12,052 | $80,763-85.1% | $102,412-88.2% | $74,459-83.8% |
| Participation rate | 23.1% | 65.7%-42.5pp | 74.5%-51.4pp | 67.2%-44.1pp |
| Annual return | 13.71% | 27.57%-13.9pp | 24.94%-11.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $468 | $3,862-87.9% | $5,060-90.8% | $4,350-89.3% |
| Admin fee / account holder | $6,949 | $2,371+193.1% | $8,388-17.1% | $1,945+257.3% |