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.
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 | $16,957 | $106,115-84.0% | $85,969-80.3% | $125,389-86.5% |
| Participation rate | 34.8% | 84.1%-49.3pp | 76.5%-41.8pp | 83.2%-48.4pp |
| Annual return | -1.89% | 13.93%-15.8pp | 9.32%-11.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,548 | $4,859-68.2% | $3,829-59.6% | $5,352-71.1% |
| Admin fee / account holder | $962 | $8,144-88.2% | $6,053-84.1% | $9,541-89.9% |