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.
Employer 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 | $7,589 | $92,219-91.8% | $76,768-90.1% | $135,379-94.4% |
| Participation rate | 30.0% | 79.8%-49.8pp | 77.0%-47.0pp | 82.6%-52.6pp |
| Annual return | -2.41% | 5.46%-7.9pp | 2.43%-4.8pp | 519.79%-522.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,382 | $4,508-69.3% | $3,852-64.1% | $5,609-75.4% |
| Admin fee / account holder | $6,779 | $10,749-36.9% | $6,675+1.6% | $10,828-37.4% |