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 | $14,161 | $78,707-82.0% | $117,861-88.0% | $70,126-79.8% |
| Participation rate | 55.8% | 73.2%-17.4pp | 79.7%-23.9pp | 69.5%-13.8pp |
| Annual return | 14.92% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $499 | $3,297-84.9% | $4,482-88.9% | $3,332-85.0% |
| Admin fee / account holder | $479 | $5,066-90.5% | $8,021-94.0% | $4,645-89.7% |