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 | $13,989 | $125,190-88.8% | $105,624-86.8% | $145,897-90.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 8.62% | 225.22%-216.6pp | 116.20%-107.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,566 | $5,716-72.6% | $5,013-68.8% | $6,689-76.6% |
| Admin fee / account holder | $31,564 | $17,138+84.2% | $10,961+188.0% | $13,390+135.7% |