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 | $16,396 | $83,908-80.5% | $68,509-76.1% | $125,389-86.9% |
| Participation rate | 26.1% | 78.2%-52.1pp | 74.7%-48.6pp | 83.2%-57.1pp |
| Annual return | -2.76% | 14.48%-17.2pp | 8.27%-11.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $206 | $4,125-95.0% | $3,382-93.9% | $5,352-96.2% |
| Admin fee / account holder | $323 | $8,982-96.4% | $5,275-93.9% | $9,541-96.6% |