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 | $22,644 | $147,167-84.6% | $111,392-79.7% | $135,382-83.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 78.9%-34.4pp | 82.6%-38.2pp |
| Annual return | -8.09% | -4.44%-3.7pp | -2.06%-6.0pp | 519.77%-527.9pp |
| Employer contribution / active EE | $1,369 | $5,204-73.7% | $4,328-68.4% | $4,779-71.4% |
| Participant deferral / active EE | $1,511 | $6,565-77.0% | $5,567-72.9% | $5,609-73.1% |
| Admin fee / account holder | $9,476 | $20,270-53.3% | $12,266-22.8% | $10,829-12.5% |