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 | $15,457 | $58,828-73.7% | $78,002-80.2% | $62,881-75.4% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 5.66% | 17.16%-11.5pp | 425.99%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $771 | $2,686-71.3% | $3,497-77.9% | $3,203-75.9% |
| Admin fee / account holder | $1,522 | $4,393-65.4% | $5,481-72.2% | $4,296-64.6% |