Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,786 | $76,696-71.6% | $96,515-77.4% | $71,511-69.5% |
| Participation rate | 30.0% | 66.6%-36.6pp | 74.3%-44.3pp | 67.9%-37.9pp |
| Annual return | 16.62% | 48.32%-31.7pp | 35.73%-19.1pp | 28.86%-12.2pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,121 | $3,770-70.3% | $4,880-77.0% | $4,291-73.9% |
| Admin fee / account holder | $420 | $2,030-79.3% | $6,735-93.8% | $1,588-73.6% |