Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,896 | $89,067-84.4% | $102,423-86.4% | $77,714-82.1% |
| Participation rate | 7.8% | 80.9%-73.2pp | 76.5%-68.8pp | 70.6%-62.8pp |
| Annual return | 21.15% | 25.01%-3.9pp | 29.42%-8.3pp | 31.26%-10.1pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $443 | $5,147-91.4% | $5,054-91.2% | $4,649-90.5% |
| Admin fee / account holder | $3,373 | $236+1330.4% | $9,455-64.3% | $433+678.4% |