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 | $11,636 | $60,139-80.7% | $90,461-87.1% | $79,856-85.4% |
| Participation rate | 24.0% | 65.0%-41.0pp | 72.7%-48.7pp | 69.6%-45.6pp |
| Annual return | 14.80% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $198 | $2,939-93.3% | $3,964-95.0% | $3,741-94.7% |
| Admin fee / account holder | $1,957 | $3,978-50.8% | $5,617-65.2% | $5,306-63.1% |