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 | $12,618 | $83,898-85.0% | $133,346-90.5% | $94,015-86.6% |
| Participation rate | 13.0% | 63.4%-50.3pp | 72.8%-59.8pp | 70.8%-57.8pp |
| Annual return | 11.69% | 16.00%-4.3pp | 36.85%-25.2pp | 17.84%-6.2pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $371 | $3,245-88.6% | $4,332-91.4% | $4,249-91.3% |
| Admin fee / account holder | $11,466 | $7,809+46.8% | $14,264-19.6% | $8,951+28.1% |