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 | $17,241 | $104,251-83.5% | $91,004-81.1% | $147,586-88.3% |
| Participation rate | 38.1% | 78.2%-40.1pp | 75.6%-37.5pp | 82.8%-44.7pp |
| Annual return | 12.38% | 27.06%-14.7pp | 4.60%+7.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $209 | $4,195-95.0% | $3,548-94.1% | $5,439-96.2% |
| Admin fee / account holder | $1,277 | $8,948-85.7% | $5,417-76.4% | $10,886-88.3% |