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 | $14,177 | $65,703-78.4% | $94,228-85.0% | $59,633-76.2% |
| Participation rate | 47.1% | 72.1%-25.1pp | 78.8%-31.7pp | 68.7%-21.6pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $616 | $2,021-69.5% | $3,587-82.8% | $2,203-72.0% |
| Participant deferral / active EE | $745 | $3,143-76.3% | $4,320-82.8% | $3,192-76.7% |
| Admin fee / account holder | $405 | $4,264-90.5% | $6,269-93.5% | $4,297-90.6% |