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 | $7,673 | $54,757-86.0% | $90,300-91.5% | $72,983-89.5% |
| Participation rate | 14.6% | 65.1%-50.6pp | 73.3%-58.7pp | 69.5%-54.9pp |
| Annual return | 19.39% | 30.63%-11.2pp | 78.11%-58.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $700 | $2,887-75.8% | $3,884-82.0% | $3,608-80.6% |
| Admin fee / account holder | $418 | $3,972-89.5% | $5,353-92.2% | $5,124-91.9% |