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 | $11,933 | $63,861-81.3% | $104,639-88.6% | $79,856-85.1% |
| Participation rate | 37.1% | 64.9%-27.8pp | 74.1%-36.9pp | 69.6%-32.5pp |
| Annual return | 18.85% | 21.30%-2.4pp | 340.67%-321.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $357 | $2,693-86.7% | $3,738-90.4% | $3,741-90.5% |
| Admin fee / account holder | $634 | $4,185-84.9% | $6,465-90.2% | $5,306-88.1% |