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 | $14,006 | $50,947-72.5% | $74,549-81.2% | $64,173-78.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -1.79% | -1.85%+0.1pp | 32.53%-34.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $749 | $2,302-67.5% | $3,108-75.9% | $3,470-78.4% |
| Admin fee / account holder | $2,812 | $4,221-33.4% | $5,059-44.4% | $4,887-42.5% |