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 | $25,027 | $65,704-61.9% | $94,229-73.4% | $59,633-58.0% |
| Participation rate | 30.9% | 72.1%-41.2pp | 78.8%-47.9pp | 68.7%-37.8pp |
| Annual return | -1.57% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $853 | $3,143-72.9% | $4,320-80.3% | $3,192-73.3% |
| Admin fee / account holder | $2,520 | $4,265-40.9% | $6,269-59.8% | $4,297-41.4% |