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 | $19,517 | $93,345-79.1% | $119,126-83.6% | $87,485-77.7% |
| Participation rate | 37.5% | 68.7%-31.2pp | 75.8%-38.3pp | 68.9%-31.4pp |
| Annual return | 16.43% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $698 | $4,099-83.0% | $5,318-86.9% | $4,274-83.7% |
| Admin fee / account holder | $1,256 | $8,039-84.4% | $10,693-88.3% | $7,775-83.8% |