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 | $13,070 | $82,674-84.2% | $125,381-89.6% | $68,486-80.9% |
| Participation rate | 52.8% | 75.1%-22.2pp | 82.4%-29.5pp | 67.9%-15.1pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $762 | $3,382-77.5% | $4,815-84.2% | $2,597-70.6% |
| Participant deferral / active EE | $2,065 | $6,111-66.2% | $7,448-72.3% | $4,028-48.7% |
| Admin fee / account holder | $1,114 | $6,277-82.3% | $10,007-88.9% | $5,404-79.4% |