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 | $10,068 | $83,369-87.9% | $105,223-90.4% | $67,986-85.2% |
| Participation rate | 23.0% | 56.3%-33.3pp | 75.0%-52.1pp | 57.2%-34.3pp |
| Annual return | 18.53% | 24.64%-6.1pp | 180.65%-162.1pp | 31.67%-13.1pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $43 | $3,295-98.7% | $5,072-99.1% | $3,358-98.7% |
| Admin fee / account holder | $473 | $4,073-88.4% | $8,859-94.7% | $3,203-85.2% |