Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,507 | $86,050-86.6% | $189,758-93.9% | $94,015-87.8% |
| Participation rate | 22.7% | 68.9%-46.2pp | 79.8%-57.1pp | 70.8%-48.1pp |
| Annual return | 11.62% | 17.77%-6.1pp | 52.62%-41.0pp | 17.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $474 | $3,349-85.8% | $5,856-91.9% | $4,249-88.8% |
| Admin fee / account holder | $5,263 | $6,627-20.6% | $20,388-74.2% | $8,951-41.2% |