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 | $21,564 | $89,367-75.9% | $141,191-84.7% | $72,975-70.5% |
| Participation rate | 21.3% | 75.1%-53.8pp | 82.5%-61.2pp | 69.5%-48.2pp |
| Annual return | 21.89% | 111.87%-90.0pp | 71.41%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,788 | $5,419-67.0% | $6,710-73.4% | $3,608-50.4% |
| Admin fee / account holder | $344 | $5,957-94.2% | $10,264-96.6% | $5,124-93.3% |