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 | $6,733 | $85,790-92.2% | $67,313-90.0% | $135,382-95.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.44% | -0.54%-2.9pp | -4.08%+0.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $620 | $3,487-82.2% | $2,566-75.8% | $4,779-87.0% |
| Participant deferral / active EE | $984 | $4,651-78.8% | $3,568-72.4% | $5,609-82.4% |
| Admin fee / account holder | $2,462 | $6,392-61.5% | $4,507-45.4% | $10,829-77.3% |