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 | $18,003 | $48,050-62.5% | $85,969-79.1% | $59,633-69.8% |
| Participation rate | 54.9% | 64.5%-9.6pp | 76.5%-21.6pp | 68.7%-13.8pp |
| Annual return | -0.68% | 0.29%-1.0pp | 9.32%-10.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $744 | $2,249-66.9% | $3,829-80.6% | $3,192-76.7% |
| Admin fee / account holder | $2,630 | $3,206-18.0% | $6,053-56.6% | $4,297-38.8% |