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.
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 | $5,499 | $77,816-92.9% | $123,552-95.5% | $64,173-91.4% |
| Participation rate | 44.6% | 74.7%-30.1pp | 82.3%-37.7pp | 69.6%-25.0pp |
| Annual return | -7.61% | 12.49%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $746 | $3,014-75.2% | $4,628-83.9% | $2,381-68.7% |
| Participant deferral / active EE | $1,262 | $5,240-75.9% | $6,426-80.4% | $3,470-63.6% |
| Admin fee / account holder | $332 | $5,519-94.0% | $9,285-96.4% | $4,887-93.2% |