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 | $8,574 | $75,832-88.7% | $147,617-94.2% | $59,633-85.6% |
| Participation rate | 55.0% | 71.6%-16.6pp | 84.6%-29.6pp | 68.7%-13.7pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,309 | $3,485-62.4% | $5,564-76.5% | $2,203-40.6% |
| Participant deferral / active EE | $622 | $3,131-80.1% | $4,895-87.3% | $3,192-80.5% |
| Admin fee / account holder | $1,977 | $5,986-67.0% | $11,612-83.0% | $4,297-54.0% |