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 | $2,407 | $69,518-96.5% | $59,883-96.0% | $135,382-98.2% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.7%-46.1pp | 82.6%-54.1pp |
| Annual return | -5.33% | 7.95%-13.3pp | 3.46%-8.8pp | 519.77%-525.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $191 | $4,204-95.5% | $3,402-94.4% | $5,609-96.6% |
| Admin fee / account holder | $1,631 | $5,734-71.6% | $3,591-54.6% | $10,829-84.9% |