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 | $12,723 | $167,353-92.4% | $143,797-91.2% | $134,545-90.5% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -15.37% | 0.48%-15.9pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $144 | $5,620-97.4% | $4,952-97.1% | $4,742-97.0% |
| Participant deferral / active EE | $2,685 | $6,447-58.4% | $5,638-52.4% | $6,401-58.1% |
| Admin fee / account holder | $914 | $18,096-94.9% | $14,679-93.8% | $11,431-92.0% |