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 | $9,097 | $52,678-82.7% | $75,784-88.0% | $59,633-84.7% |
| Participation rate | 55.3% | 67.2%-12.0pp | 75.8%-20.6pp | 68.7%-13.4pp |
| Annual return | -0.56% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $4,699 | $2,193+114.2% | $3,323+41.4% | $2,203+113.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,677 | $3,610-53.5% | $5,300-68.3% | $4,297-61.0% |