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 | $11,377 | $75,962-85.0% | $154,108-92.6% | $64,173-82.3% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,283 | $3,350-61.7% | $5,298-75.8% | $2,381-46.1% |
| Participant deferral / active EE | $773 | $3,175-75.6% | $5,081-84.8% | $3,470-77.7% |
| Admin fee / account holder | $830 | $5,589-85.1% | $13,411-93.8% | $4,887-83.0% |