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 | $19,291 | $60,349-68.0% | $74,184-74.0% | $62,881-69.3% |
| Participation rate | 36.5% | 72.7%-36.2pp | 76.6%-40.1pp | 69.3%-32.8pp |
| Annual return | 7.63% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $843 | $2,856-70.5% | $3,550-76.3% | $3,203-73.7% |
| Admin fee / account holder | $369 | $4,261-91.3% | $5,586-93.4% | $4,296-91.4% |