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 | $9,234 | $50,958-81.9% | $74,552-87.6% | $64,181-85.6% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.1%-33.7pp | 69.6%-34.1pp |
| Annual return | -7.21% | -1.86%-5.4pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $353 | $1,115-68.3% | $1,961-82.0% | $2,381-85.2% |
| Participant deferral / active EE | $483 | $2,301-79.0% | $3,108-84.5% | $3,470-86.1% |
| Admin fee / account holder | $682 | $4,223-83.9% | $5,060-86.5% | $4,887-86.1% |