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 | $16,815 | $113,941-85.2% | $94,229-82.2% | $125,389-86.6% |
| Participation rate | 58.8% | 82.9%-24.1pp | 78.8%-19.9pp | 83.2%-24.4pp |
| Annual return | -0.50% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $820 | $5,179-84.2% | $4,320-81.0% | $5,352-84.7% |
| Admin fee / account holder | $8,315 | $8,392-0.9% | $6,269+32.6% | $9,541-12.8% |