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 | $17,356 | $81,504-78.7% | $102,437-83.1% | $80,959-78.6% |
| Participation rate | 10.7% | 66.9%-56.1pp | 74.5%-63.8pp | 67.7%-57.0pp |
| Annual return | 13.11% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $308 | $3,871-92.0% | $5,060-93.9% | $4,300-92.8% |
| Admin fee / account holder | $2,552 | $6,719-62.0% | $8,388-69.6% | $6,925-63.1% |