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 | $19,455 | $88,583-78.0% | $88,497-78.0% | $273,972-92.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.4%-32.4pp | 83.0%-33.0pp |
| Annual return | 11.06% | 5.68%+5.4pp | 7.63%+3.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $757 | $4,891-84.5% | $4,899-84.5% | $5,287-85.7% |
| Admin fee / account holder | $7,912 | $8,980-11.9% | $6,220+27.2% | $10,133-21.9% |