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 | $10,901 | $124,351-91.2% | $109,188-90.0% | $167,553-93.5% |
| Participation rate | 26.3% | 79.4%-53.1pp | 75.9%-49.6pp | 82.1%-55.8pp |
| Annual return | 11.64% | 26.04%-14.4pp | 25.76%-14.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,203 | $5,257-77.1% | $4,654-74.2% | $6,343-81.0% |
| Admin fee / account holder | $4,959 | $7,975-37.8% | $6,755-26.6% | $12,316-59.7% |