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 | $10,547 | $92,219-88.6% | $76,767-86.3% | $135,380-92.2% |
| Participation rate | 47.6% | 79.8%-32.2pp | 77.0%-29.3pp | 82.6%-35.0pp |
| Annual return | -1.13% | 5.46%-6.6pp | 2.43%-3.6pp | 519.81%-520.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $491 | $4,508-89.1% | $3,852-87.2% | $5,609-91.2% |
| Admin fee / account holder | $4,879 | $10,749-54.6% | $6,675-26.9% | $10,828-54.9% |