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 | $12,768 | $56,544-77.4% | $75,501-83.1% | $70,126-81.8% |
| Participation rate | 13.0% | 68.1%-55.1pp | 72.4%-59.3pp | 69.5%-56.5pp |
| Annual return | 14.65% | 23.59%-8.9pp | 27.35%-12.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $250 | $2,580-90.3% | $3,142-92.1% | $3,332-92.5% |
| Admin fee / account holder | $561 | $3,827-85.3% | $5,801-90.3% | $4,645-87.9% |