Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,952 | $71,197-80.4% | $93,669-85.1% | $80,925-82.8% |
| Participation rate | 11.1% | 60.4%-49.3pp | 68.7%-57.6pp | 67.7%-56.5pp |
| Annual return | 13.16% | 11.27%+1.9pp | 133.59%-120.4pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $628 | $4,036-84.4% | $4,416-85.8% | $4,299-85.4% |
| Admin fee / account holder | $5,695 | $6,959-18.2% | $8,291-31.3% | $6,940-17.9% |