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 | $10,222 | $153,769-93.4% | $133,975-92.4% | $273,972-96.3% |
| Participation rate | 68.4% | 88.4%-19.9pp | 87.1%-18.6pp | 83.0%-14.6pp |
| Annual return | 4.38% | 36.51%-32.1pp | 29.29%-24.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $605 | $6,958-91.3% | $6,282-90.4% | $5,287-88.6% |
| Admin fee / account holder | $5,731 | $11,765-51.3% | $9,324-38.5% | $10,133-43.4% |