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 | $3,283 | $131,835-97.5% | $108,582-97.0% | $273,972-98.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 14.11% | -91.57%+105.7pp | -51.70%+65.8pp | 41.46%-27.3pp |
| Employer contribution / active EE | $2,845 | $4,913-42.1% | $3,758-24.3% | $4,869-41.6% |
| Participant deferral / active EE | $180 | $5,127-96.5% | $4,311-95.8% | $5,287-96.6% |
| Admin fee / account holder | $539 | $10,253-94.7% | $7,645-93.0% | $10,133-94.7% |