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 | $42,858 | $122,042-64.9% | $184,243-76.7% | $74,429-42.4% |
| Participation rate | 24.3% | 85.5%-61.2pp | 86.8%-62.5pp | 67.2%-42.9pp |
| Annual return | 14.26% | 19.91%-5.7pp | 28.82%-14.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,385 | $7,143-80.6% | $9,132-84.8% | $4,348-68.2% |
| Admin fee / account holder | $11,999 | $1,252+858.3% | $13,914-13.8% | $1,944+517.2% |