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 | $9,400 | $73,839-87.3% | $143,788-93.5% | $68,495-86.3% |
| Participation rate | 25.5% | 66.7%-41.1pp | 80.3%-54.8pp | 67.9%-42.4pp |
| Annual return | -8.80% | 1.01%-9.8pp | -0.03%-8.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $606 | $3,384-82.1% | $5,638-89.3% | $4,028-85.0% |
| Admin fee / account holder | $351 | $5,755-93.9% | $14,675-97.6% | $5,403-93.5% |