Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,719 | $82,678-78.6% | $125,391-85.9% | $68,490-74.1% |
| Participation rate | 46.4% | 75.1%-28.7pp | 82.4%-36.0pp | 67.9%-21.5pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,015 | $3,382-70.0% | $4,816-78.9% | $2,597-60.9% |
| Participant deferral / active EE | $1,896 | $6,111-69.0% | $7,448-74.5% | $4,028-52.9% |
| Admin fee / account holder | $883 | $6,277-85.9% | $10,009-91.2% | $5,403-83.7% |