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 | $16,772 | $127,387-86.8% | $115,038-85.4% | $125,389-86.6% |
| Participation rate | 16.7% | 84.2%-67.5pp | 81.4%-64.7pp | 83.2%-66.5pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,142 | $6,423-82.2% | $6,026-81.1% | $5,352-78.7% |
| Admin fee / account holder | $10,015 | $9,516+5.2% | $8,175+22.5% | $9,541+5.0% |