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 | $15,290 | $58,600-73.9% | $83,327-81.7% | $64,173-76.2% |
| Participation rate | 21.2% | 72.0%-50.8pp | 77.8%-56.5pp | 69.6%-48.4pp |
| Annual return | 0.80% | 9.66%-8.9pp | 10.64%-9.8pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $945 | $4,656-79.7% | $5,565-83.0% | $3,470-72.8% |
| Admin fee / account holder | $1,965 | $9,282-78.8% | $7,540-73.9% | $4,887-59.8% |