Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,882 | $64,729-83.2% | $112,263-90.3% | $68,490-84.1% |
| Participation rate | 27.6% | 67.2%-39.6pp | 75.1%-47.5pp | 67.9%-40.3pp |
| Annual return | -16.85% | -11.40%-5.5pp | 27.49%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $787 | $3,566-77.9% | $4,729-83.4% | $4,028-80.5% |
| Admin fee / account holder | $3,635 | $5,222-30.4% | $6,410-43.3% | $5,403-32.7% |