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 | $11,670 | $131,835-91.1% | $108,582-89.3% | $273,972-95.7% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 6.02% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $962 | $4,913-80.4% | $3,758-74.4% | $4,869-80.2% |
| Participant deferral / active EE | $1,313 | $5,127-74.4% | $4,311-69.5% | $5,287-75.2% |
| Admin fee / account holder | $1,280 | $10,253-87.5% | $7,645-83.3% | $10,133-87.4% |