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 | $13,869 | $167,362-91.7% | $143,799-90.4% | $134,532-89.7% |
| Participation rate | 60.9% | 84.8%-23.9pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -14.55% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,223 | $5,620-78.2% | $4,952-75.3% | $4,741-74.2% |
| Participant deferral / active EE | $1,467 | $6,447-77.2% | $5,638-74.0% | $6,401-77.1% |
| Admin fee / account holder | $3,144 | $18,094-82.6% | $14,677-78.6% | $11,429-72.5% |