Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,887 | $97,550-96.0% | $120,344-96.8% | $87,485-95.6% |
| Participation rate | 43.1% | 72.8%-29.7pp | 76.7%-33.6pp | 68.9%-25.8pp |
| Annual return | 15.85% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $573 | $4,230-86.5% | $5,135-88.8% | $4,274-86.6% |
| Admin fee / account holder | $1,299 | $9,543-86.4% | $12,742-89.8% | $7,775-83.3% |