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 | $16,286 | $52,884-69.2% | $84,753-80.8% | $55,167-70.5% |
| Participation rate | 35.0% | 67.5%-32.5pp | 76.6%-41.6pp | 69.0%-33.9pp |
| Annual return | 8.34% | 18.03%-9.7pp | 22.78%-14.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,063 | $2,644-59.8% | $3,712-71.4% | $3,054-65.2% |
| Admin fee / account holder | $2,534 | $581+336.3% | $5,333-52.5% | $504+402.8% |