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 | $21,880 | $175,646-87.5% | $129,118-83.1% | $134,545-83.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.2%-17.2pp | 81.2%-21.2pp |
| Annual return | -16.94% | -11.39%-5.6pp | -10.94%-6.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $347 | $7,970-95.6% | $6,539-94.7% | $6,401-94.6% |
| Admin fee / account holder | $1,712 | $23,578-92.7% | $14,305-88.0% | $11,431-85.0% |