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 | $26,060 | $152,592-82.9% | $125,180-79.2% | $152,885-83.0% |
| Participation rate | 27.3% | 83.3%-56.1pp | 79.8%-52.5pp | 82.5%-55.2pp |
| Annual return | 17.00% | 54.84%-37.8pp | 43.79%-26.8pp | 345.39%-328.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $409 | $5,868-93.0% | $4,937-91.7% | $5,851-93.0% |
| Admin fee / account holder | $28,054 | $13,435+108.8% | $9,703+189.1% | $11,598+141.9% |