Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,690 | $138,366-89.4% | $184,185-92.0% | $80,911-81.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 86.8%-61.8pp | 67.6%-42.6pp |
| Annual return | 16.28% | 20.02%-3.7pp | 28.81%-12.5pp | 35.63%-19.3pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,445 | $7,074-79.6% | $9,132-84.2% | $4,297-66.4% |
| Admin fee / account holder | $793 | $10,484-92.4% | $13,909-94.3% | $6,935-88.6% |