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 | $20,891 | $67,602-69.1% | $82,312-74.6% | $70,126-70.2% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.9%-21.6pp | 69.5%-14.2pp |
| Annual return | 21.57% | 21.57%0pp | 25.88%-4.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $900 | $2,987-69.9% | $3,706-75.7% | $3,332-73.0% |
| Admin fee / account holder | $13,011 | $4,512+188.4% | $5,608+132.0% | $4,645+180.1% |