Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,500 | $55,457-77.5% | $77,361-83.8% | $94,015-86.7% |
| Participation rate | 14.0% | 69.8%-55.9pp | 75.0%-61.0pp | 70.8%-56.9pp |
| Annual return | 11.10% | 15.57%-4.5pp | 1011.54%-1000.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $346 | $3,069-88.7% | $3,911-91.1% | $4,249-91.8% |
| Admin fee / account holder | $2,192 | $4,334-49.4% | $5,894-62.8% | $8,951-75.5% |