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 | $14,486 | $72,273-80.0% | $101,275-85.7% | $79,856-81.9% |
| Participation rate | 22.6% | 68.5%-45.9pp | 75.8%-53.2pp | 69.6%-47.1pp |
| Annual return | 18.50% | 22.30%-3.8pp | 46.48%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $511 | $3,282-84.4% | $4,371-88.3% | $3,741-86.3% |
| Admin fee / account holder | $1,140 | $4,401-74.1% | $5,948-80.8% | $5,306-78.5% |