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 | $14,764 | $131,835-88.8% | $108,582-86.4% | $273,972-94.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.14% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,088 | $4,913-77.8% | $3,758-71.0% | $4,869-77.6% |
| Participant deferral / active EE | $1,276 | $5,127-75.1% | $4,311-70.4% | $5,287-75.9% |
| Admin fee / account holder | $5,821 | $10,253-43.2% | $7,645-23.9% | $10,133-42.6% |