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 | $11,291 | $99,875-88.7% | $146,866-92.3% | $86,983-87.0% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.5%-36.0pp | 69.5%-23.0pp |
| Annual return | 17.78% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $727 | $6,322-88.5% | $7,759-90.6% | $4,194-82.7% |
| Admin fee / account holder | $962 | $7,838-87.7% | $13,620-92.9% | $7,856-87.7% |