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 | $8,799 | $86,701-89.9% | $73,309-88.0% | $125,389-93.0% |
| Participation rate | 28.6% | 78.6%-50.0pp | 74.9%-46.3pp | 83.2%-54.6pp |
| Annual return | -0.30% | 2.78%-3.1pp | 5.67%-6.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $474 | $4,152-88.6% | $3,237-85.4% | $4,866-90.3% |
| Participant deferral / active EE | $796 | $5,549-85.7% | $4,991-84.1% | $5,352-85.1% |
| Admin fee / account holder | $3,000 | $7,768-61.4% | $5,635-46.8% | $9,541-68.6% |