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 | $23,864 | $69,977-65.9% | $108,582-78.0% | $62,881-62.0% |
| Participation rate | 60.9% | 72.9%-12.0pp | 79.6%-18.6pp | 69.3%-8.4pp |
| Annual return | 5.67% | 10.73%-5.1pp | -51.70%+57.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,145 | $3,165-63.8% | $4,311-73.4% | $3,203-64.3% |
| Admin fee / account holder | $1,052 | $5,076-79.3% | $7,645-86.2% | $4,296-75.5% |