Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,531 | $58,523-75.2% | $99,479-85.4% | $72,976-80.1% |
| Participation rate | 12.0% | 64.6%-52.6pp | 73.8%-61.8pp | 69.5%-57.5pp |
| Annual return | 17.21% | 28.51%-11.3pp | 30.72%-13.5pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $968 | $2,606-62.9% | $3,619-73.3% | $3,608-73.2% |
| Admin fee / account holder | $7,539 | $4,102+83.8% | $6,253+20.6% | $5,124+47.1% |