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 | $19,590 | $167,504-88.3% | $151,628-87.1% | $134,509-85.4% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.5%-58.9pp | 81.2%-52.7pp |
| Annual return | -19.46% | 7.81%-27.3pp | 3.34%-22.8pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,296 | $8,985-85.6% | $8,363-84.5% | $6,400-79.8% |
| Admin fee / account holder | $3,159 | $13,779-77.1% | $11,613-72.8% | $11,427-72.4% |