Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,682 | $73,009-81.3% | $90,756-84.9% | $68,495-80.0% |
| Participation rate | 35.7% | 70.8%-35.1pp | 75.7%-40.0pp | 67.9%-32.2pp |
| Annual return | -15.15% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,071 | $2,193-51.2% | $2,922-63.4% | $2,596-58.8% |
| Participant deferral / active EE | $1,302 | $3,626-64.1% | $4,565-71.5% | $4,028-67.7% |
| Admin fee / account holder | $4,816 | $5,896-18.3% | $8,445-43.0% | $5,403-10.9% |