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.
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 | $9,461 | $140,578-93.3% | $100,671-90.6% | $125,389-92.5% |
| Participation rate | 29.2% | 80.4%-51.2pp | 70.7%-41.5pp | 83.2%-54.0pp |
| Annual return | -2.14% | 24.67%-26.8pp | 20.43%-22.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $525 | $3,981-86.8% | $3,144-83.3% | $5,352-90.2% |
| Admin fee / account holder | $479 | $6,716-92.9% | $4,850-90.1% | $9,541-95.0% |