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 | $14,798 | $127,762-88.4% | $106,545-86.1% | $167,497-91.2% |
| Participation rate | 23.5% | 78.3%-54.7pp | 76.1%-52.6pp | 82.1%-58.6pp |
| Annual return | 9.36% | 33.87%-24.5pp | 26.80%-17.4pp | 478.62%-469.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $633 | $5,087-87.6% | $4,398-85.6% | $6,341-90.0% |
| Admin fee / account holder | $1,935 | $11,226-82.8% | $7,407-73.9% | $12,310-84.3% |