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 | $15,170 | $81,870-81.5% | $119,608-87.3% | $68,495-77.9% |
| Participation rate | 26.5% | 71.9%-45.4pp | 79.3%-52.7pp | 67.9%-41.4pp |
| Annual return | -18.38% | -23.82%+5.4pp | -14.98%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,182 | $4,148-71.5% | $5,601-78.9% | $4,028-70.7% |
| Admin fee / account holder | $3,325 | $6,583-49.5% | $10,326-67.8% | $5,403-38.5% |