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 | $14,722 | $54,541-73.0% | $78,778-81.3% | $70,126-79.0% |
| Participation rate | 11.5% | 60.8%-49.3pp | 69.2%-57.7pp | 69.5%-58.0pp |
| Annual return | 16.73% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $55 | $2,210-97.5% | $2,958-98.1% | $3,332-98.3% |
| Admin fee / account holder | $3,138 | $3,709-15.4% | $5,134-38.9% | $4,645-32.4% |