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 | $8,312 | $132,310-93.7% | $105,754-92.1% | $273,972-97.0% |
| Participation rate | 54.5% | 83.2%-28.6pp | 78.9%-24.4pp | 83.0%-28.5pp |
| Annual return | 3.29% | 10.08%-6.8pp | 12.25%-9.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $580 | $6,233-90.7% | $5,326-89.1% | $5,287-89.0% |
| Admin fee / account holder | $5,224 | $12,036-56.6% | $8,309-37.1% | $10,133-48.4% |