Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,479 | $145,431-85.9% | $211,142-90.3% | $87,485-76.6% |
| Participation rate | 30.9% | 84.7%-53.9pp | 87.3%-56.4pp | 68.9%-38.0pp |
| Annual return | 27.09% | 27.21%-0.1pp | 46.84%-19.7pp | 26.06%+1.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,742 | $6,859-60.0% | $9,284-70.5% | $4,274-35.8% |
| Admin fee / account holder | $1,972 | $17,052-88.4% | $19,076-89.7% | $7,775-74.6% |