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 | $15,970 | $82,678-80.7% | $125,391-87.3% | $68,490-76.7% |
| Participation rate | 66.1% | 75.1%-8.9pp | 82.4%-16.3pp | 67.9%-1.8pp |
| Annual return | -14.69% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,069 | $3,382-68.4% | $4,816-77.8% | $2,597-58.8% |
| Participant deferral / active EE | $1,822 | $6,111-70.2% | $7,448-75.5% | $4,028-54.8% |
| Admin fee / account holder | $731 | $6,277-88.4% | $10,009-92.7% | $5,403-86.5% |