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 | $6,863 | $72,177-90.5% | $115,038-94.0% | $59,633-88.5% |
| Participation rate | 59.3% | 72.6%-13.3pp | 81.4%-22.1pp | 68.7%-9.4pp |
| Annual return | -0.57% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $745 | $2,841-73.8% | $4,608-83.8% | $2,203-66.2% |
| Participant deferral / active EE | $1,712 | $4,783-64.2% | $6,026-71.6% | $3,192-46.4% |
| Admin fee / account holder | $534 | $4,927-89.2% | $8,175-93.5% | $4,297-87.6% |