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 | $14,576 | $110,212-86.8% | $96,534-84.9% | $139,466-89.5% |
| Participation rate | 30.8% | 78.1%-47.3pp | 76.0%-45.2pp | 80.3%-49.6pp |
| Annual return | 17.81% | 26.42%-8.6pp | 25.88%-8.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $592 | $5,547-89.3% | $4,851-87.8% | $6,712-91.2% |
| Admin fee / account holder | $3,463 | $11,599-70.1% | $8,253-58.0% | $11,409-69.6% |