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 | $122,063-64.9% | $184,256-76.7% | $74,478-42.5% |
| Participation rate | 24.3% | 85.5%-61.2pp | 86.8%-62.5pp | 67.2%-42.9pp |
| Annual return | 14.26% | 19.92%-5.7pp | 28.85%-14.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,385 | $7,144-80.6% | $9,133-84.8% | $4,350-68.2% |
| Admin fee / account holder | $11,999 | $1,253+857.9% | $13,899-13.7% | $1,946+516.7% |