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 | $14,102 | $67,411-79.1% | $91,004-84.5% | $70,126-79.9% |
| Participation rate | 31.8% | 71.4%-39.5pp | 75.6%-43.8pp | 69.5%-37.7pp |
| Annual return | 16.20% | -40.16%+56.4pp | 4.60%+11.6pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $764 | $2,823-72.9% | $3,548-78.5% | $3,332-77.1% |
| Admin fee / account holder | $1,818 | $4,236-57.1% | $5,417-66.4% | $4,645-60.9% |