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 | $19,803 | $77,816-74.6% | $123,549-84.0% | $64,181-69.1% |
| Participation rate | 37.8% | 74.7%-36.9pp | 82.3%-44.5pp | 69.6%-31.7pp |
| Annual return | -5.19% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $732 | $3,014-75.7% | $4,628-84.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,460 | $5,240-72.1% | $6,426-77.3% | $3,470-57.9% |
| Admin fee / account holder | $10,281 | $5,519+86.3% | $9,284+10.7% | $4,887+110.4% |