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 | $10,969 | $44,850-75.5% | $60,547-81.9% | $59,633-81.6% |
| Participation rate | 53.6% | 59.5%-5.9pp | 68.0%-14.4pp | 68.7%-15.1pp |
| Annual return | 0.94% | 1074.14%-1073.2pp | 335.64%-334.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,030 | $1,462-29.5% | $2,419-57.4% | $2,203-53.2% |
| Participant deferral / active EE | $695 | $2,230-68.8% | $3,328-79.1% | $3,192-78.2% |
| Admin fee / account holder | $790 | $3,635-78.3% | $4,536-82.6% | $4,297-81.6% |