Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,672 | $94,699-70.8% | $185,441-85.1% | $65,306-57.6% |
| Participation rate | 3.0% | 64.2%-61.2pp | 80.3%-77.3pp | 57.7%-54.7pp |
| Annual return | 14.04% | 16.71%-2.7pp | 20.16%-6.1pp | 21.94%-7.9pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,672-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $112 | $3,568-96.9% | $6,152-98.2% | $2,959-96.2% |
| Admin fee / account holder | $14,941 | $4,797+211.4% | $17,890-16.5% | $3,480+329.3% |