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 | $30,723 | $125,797-75.6% | $170,057-81.9% | $75,177-59.1% |
| Participation rate | 55.7% | 83.6%-27.9pp | 87.0%-31.3pp | 67.2%-11.5pp |
| Annual return | 15.95% | 27.20%-11.3pp | 53.42%-37.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,641 | $6,838-76.0% | $10,411-84.2% | $4,126-60.2% |
| Admin fee / account holder | $5,591 | $8,177-31.6% | $12,826-56.4% | $5,651-1.1% |