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.
Employer 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 | $5,940 | $62,583-90.5% | $76,767-92.3% | $64,173-90.7% |
| Participation rate | 56.5% | 72.8%-16.4pp | 77.0%-20.5pp | 69.6%-13.1pp |
| Annual return | -4.61% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $244 | $1,832-86.7% | $2,485-90.2% | $2,381-89.8% |
| Participant deferral / active EE | $1,765 | $3,145-43.9% | $3,852-54.2% | $3,470-49.1% |
| Admin fee / account holder | $3,872 | $4,667-17.0% | $6,675-42.0% | $4,887-20.8% |