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 | $15,066 | $67,606-77.7% | $82,313-81.7% | $70,124-78.5% |
| Participation rate | 45.9% | 72.8%-26.8pp | 76.9%-30.9pp | 69.5%-23.6pp |
| Annual return | 15.10% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $225 | $2,987-92.5% | $3,706-93.9% | $3,332-93.3% |
| Admin fee / account holder | $1,487 | $4,512-67.0% | $5,608-73.5% | $4,645-68.0% |