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 | $10,736 | $50,947-78.9% | $74,549-85.6% | $64,173-83.3% |
| Participation rate | 9.8% | 61.1%-51.3pp | 69.1%-59.4pp | 69.6%-59.8pp |
| Annual return | -0.88% | -1.85%+1.0pp | 32.53%-33.4pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $96 | $2,302-95.8% | $3,108-96.9% | $3,470-97.2% |
| Admin fee / account holder | $7,963 | $4,221+88.7% | $5,059+57.4% | $4,887+62.9% |