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 | $6,368 | $77,816-91.8% | $123,552-94.8% | $64,173-90.1% |
| Participation rate | 34.2% | 74.7%-40.5pp | 82.3%-48.1pp | 69.6%-35.4pp |
| Annual return | 28.54% | 12.49%+16.1pp | 119.20%-90.7pp | 7.63%+20.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,952 | $5,240-62.8% | $6,426-69.6% | $3,470-43.7% |
| Admin fee / account holder | $2,172 | $5,519-60.7% | $9,285-76.6% | $4,887-55.6% |