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 | $18,831 | $48,364-61.1% | $71,796-73.8% | $62,881-70.1% |
| Participation rate | 32.4% | 60.6%-28.2pp | 69.1%-36.7pp | 69.3%-36.9pp |
| Annual return | 5.70% | 13.16%-7.5pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $523 | $2,091-75.0% | $2,794-81.3% | $3,203-83.7% |
| Admin fee / account holder | $8,631 | $3,771+128.9% | $4,815+79.3% | $4,296+100.9% |