Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,344 | $50,947-81.7% | $74,551-87.5% | $64,173-85.4% |
| Participation rate | 10.0% | 61.1%-51.1pp | 69.1%-59.1pp | 69.6%-59.6pp |
| Annual return | 2.63% | -1.85%+4.5pp | 32.53%-29.9pp | 7.63%-5.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $603 | $2,302-73.8% | $3,108-80.6% | $3,470-82.6% |
| Admin fee / account holder | $5,944 | $4,221+40.8% | $5,059+17.5% | $4,887+21.6% |