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 | $25,265 | $94,031-73.1% | $115,768-78.2% | $82,448-69.4% |
| Participation rate | 34.2% | 70.4%-36.2pp | 74.4%-40.2pp | 68.1%-33.9pp |
| Annual return | 16.14% | 20.61%-4.5pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $262 | $3,972-93.4% | $4,917-94.7% | $4,139-93.7% |
| Admin fee / account holder | $907 | $10,249-91.2% | $12,439-92.7% | $7,234-87.5% |