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 | $12,902 | $42,546-69.7% | $71,796-82.0% | $55,167-76.6% |
| Participation rate | 22.0% | 59.1%-37.1pp | 69.1%-47.1pp | 69.0%-47.0pp |
| Annual return | 8.80% | 12.36%-3.6pp | 78.04%-69.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $745 | $2,064-63.9% | $2,794-73.3% | $3,054-75.6% |
| Admin fee / account holder | $794 | $650+22.2% | $4,815-83.5% | $504+57.6% |