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 | $12,235 | $49,280-75.2% | $67,313-81.8% | $64,173-80.9% |
| Participation rate | 11.5% | 60.8%-49.2pp | 69.1%-57.5pp | 69.6%-58.0pp |
| Annual return | 13.25% | -1.39%+14.6pp | -4.08%+17.3pp | 7.63%+5.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $350 | $2,484-85.9% | $3,568-90.2% | $3,470-89.9% |
| Admin fee / account holder | $19,247 | $3,863+398.3% | $4,507+327.1% | $4,887+293.8% |