Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,993 | $53,596-87.0% | $90,655-92.3% | $64,181-89.1% |
| Participation rate | 18.4% | 64.5%-46.1pp | 74.0%-55.6pp | 69.6%-51.1pp |
| Annual return | -6.11% | 4.41%-10.5pp | 1.89%-8.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $320 | $1,503-78.7% | $2,532-87.4% | $2,381-86.6% |
| Participant deferral / active EE | $669 | $2,459-72.8% | $3,425-80.5% | $3,470-80.7% |
| Admin fee / account holder | $4,857 | $3,868+25.6% | $4,994-2.7% | $4,887-0.6% |