Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,379 | $44,714-72.3% | $91,225-86.4% | $66,938-81.5% |
| Participation rate | 33.9% | 65.0%-31.1pp | 73.2%-39.3pp | 69.8%-35.9pp |
| Annual return | 0.00% | -12.25%+12.3pp | 114.12%-114.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $586 | $1,710-65.8% | $2,851-79.5% | $2,545-77.0% |
| Participant deferral / active EE | $1,098 | $3,355-67.3% | $4,233-74.1% | $4,238-74.1% |
| Admin fee / account holder | $352 | $521-32.5% | $5,422-93.5% | $594-40.7% |