Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer 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 | $9,716 | $42,910-77.4% | $60,919-84.1% | $68,490-85.8% |
| Participation rate | 45.7% | 66.8%-21.0pp | 73.1%-27.4pp | 67.9%-22.2pp |
| Annual return | -18.49% | -13.99%-4.5pp | 16.96%-35.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $305 | $1,978-84.6% | $2,704-88.7% | $2,597-88.3% |
| Participant deferral / active EE | $1,263 | $2,866-55.9% | $3,814-66.9% | $4,028-68.7% |
| Admin fee / account holder | $1,307 | $3,104-57.9% | $3,228-59.5% | $5,403-75.8% |