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 | $21,750 | $71,873-69.7% | $86,698-74.9% | $68,490-68.2% |
| Participation rate | 28.8% | 72.2%-43.5pp | 76.6%-47.8pp | 67.9%-39.1pp |
| Annual return | -14.94% | 3.54%-18.5pp | 35.96%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $616 | $3,779-83.7% | $4,656-86.8% | $4,028-84.7% |
| Admin fee / account holder | $4,527 | $6,110-25.9% | $7,492-39.6% | $5,403-16.2% |