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 | $10,129 | $57,352-82.3% | $83,830-87.9% | $64,173-84.2% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $406 | $2,546-84.1% | $3,631-88.8% | $2,381-83.0% |
| Participant deferral / active EE | $1,959 | $2,993-34.6% | $4,082-52.0% | $3,470-43.5% |
| Admin fee / account holder | $5,072 | $4,046+25.4% | $5,479-7.4% | $4,887+3.8% |