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 | $10,384 | $82,678-87.4% | $125,391-91.7% | $68,490-84.8% |
| Participation rate | 68.4% | 75.1%-6.6pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,855 | $3,382-15.6% | $4,816-40.7% | $2,597+9.9% |
| Participant deferral / active EE | $1,759 | $6,111-71.2% | $7,448-76.4% | $4,028-56.3% |
| Admin fee / account holder | $3,307 | $6,277-47.3% | $10,009-67.0% | $5,403-38.8% |