Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,162 | $62,589-77.4% | $76,768-81.6% | $64,173-77.9% |
| Participation rate | 33.8% | 72.8%-39.0pp | 77.0%-43.1pp | 69.6%-35.7pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $470 | $1,832-74.4% | $2,485-81.1% | $2,381-80.3% |
| Participant deferral / active EE | $866 | $3,145-72.5% | $3,852-77.5% | $3,470-75.0% |
| Admin fee / account holder | $1,529 | $4,667-67.2% | $6,675-77.1% | $4,887-68.7% |