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 | $22,185 | $67,411-67.1% | $91,004-75.6% | $70,126-68.4% |
| Participation rate | 29.4% | 71.4%-42.0pp | 75.6%-46.2pp | 69.5%-40.1pp |
| Annual return | 14.37% | -40.16%+54.5pp | 4.60%+9.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $838 | $2,823-70.3% | $3,548-76.4% | $3,332-74.8% |
| Admin fee / account holder | $8,290 | $4,236+95.7% | $5,417+53.0% | $4,645+78.4% |