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 | $13,665 | $83,898-83.7% | $133,346-89.8% | $94,015-85.5% |
| Participation rate | 9.2% | 63.4%-54.2pp | 72.8%-63.7pp | 70.8%-61.6pp |
| Annual return | 26.47% | 16.00%+10.5pp | 36.85%-10.4pp | 17.84%+8.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $623 | $3,245-80.8% | $4,332-85.6% | $4,249-85.3% |
| Admin fee / account holder | $641 | $7,809-91.8% | $14,264-95.5% | $8,951-92.8% |