Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,461 | $125,797-91.7% | $170,057-93.8% | $75,177-86.1% |
| Participation rate | 27.4% | 83.6%-56.2pp | 87.0%-59.6pp | 67.2%-39.8pp |
| Annual return | 18.40% | 27.20%-8.8pp | 53.42%-35.0pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,280 | $6,838-81.3% | $10,411-87.7% | $4,126-69.0% |
| Admin fee / account holder | $1,308 | $8,177-84.0% | $12,826-89.8% | $5,651-76.8% |