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 | $3,100 | $56,894-94.6% | $84,753-96.3% | $62,881-95.1% |
| Participation rate | 15.4% | 68.5%-53.2pp | 76.6%-61.2pp | 69.3%-53.9pp |
| Annual return | 11.56% | 6.30%+5.3pp | 22.78%-11.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $647 | $2,709-76.1% | $3,712-82.6% | $3,203-79.8% |
| Admin fee / account holder | $2,219 | $3,581-38.0% | $5,333-58.4% | $4,296-48.3% |