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 | $22,593 | $168,635-86.6% | $147,617-84.7% | $125,389-82.0% |
| Participation rate | 20.0% | 88.8%-68.8pp | 84.6%-64.6pp | 83.2%-63.2pp |
| Annual return | -0.09% | 77.65%-77.7pp | 61.98%-62.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,572 | $6,252-58.9% | $5,564-53.8% | $4,866-47.1% |
| Participant deferral / active EE | $306 | $5,507-94.5% | $4,895-93.8% | $5,352-94.3% |
| Admin fee / account holder | $450 | $13,580-96.7% | $11,612-96.1% | $9,541-95.3% |