Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,631 | $49,177-92.6% | $79,476-95.4% | $64,181-94.3% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.21%-718.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $439 | $2,076-78.9% | $2,800-84.3% | $2,381-81.6% |
| Participant deferral / active EE | $616 | $2,821-78.2% | $3,704-83.4% | $3,470-82.2% |
| Admin fee / account holder | $460 | $3,839-88.0% | $5,113-91.0% | $4,887-90.6% |