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 | $14,208 | $71,878-80.2% | $86,698-83.6% | $68,486-79.3% |
| Participation rate | 63.8% | 72.2%-8.5pp | 76.6%-12.8pp | 67.9%-4.1pp |
| Annual return | -16.14% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $778 | $2,173-64.2% | $2,837-72.6% | $2,597-70.0% |
| Participant deferral / active EE | $909 | $3,779-76.0% | $4,656-80.5% | $4,028-77.4% |
| Admin fee / account holder | $2,656 | $6,113-56.6% | $7,493-64.6% | $5,404-50.9% |