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 | $9,988 | $52,678-81.0% | $75,784-86.8% | $59,633-83.3% |
| Participation rate | 7.7% | 67.2%-59.5pp | 75.8%-68.1pp | 68.7%-61.0pp |
| Annual return | 3.61% | 2.95%+0.7pp | 9.68%-6.1pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $143 | $2,591-94.5% | $3,652-96.1% | $3,192-95.5% |
| Admin fee / account holder | $9,796 | $3,610+171.4% | $5,300+84.8% | $4,297+128.0% |