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 | $7,749 | $65,704-88.2% | $94,229-91.8% | $59,633-87.0% |
| Participation rate | 61.0% | 72.1%-11.1pp | 78.8%-17.8pp | 68.7%-7.7pp |
| Annual return | -0.45% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $782 | $3,143-75.1% | $4,320-81.9% | $3,192-75.5% |
| Admin fee / account holder | $1,877 | $4,265-56.0% | $6,269-70.1% | $4,297-56.3% |