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 | $7,549 | $44,873-83.2% | $79,476-90.5% | $56,287-86.6% |
| Participation rate | 62.1% | 68.7%-6.6pp | 73.3%-11.2pp | 69.9%-7.7pp |
| Annual return | -5.92% | 0.81%-6.7pp | 718.21%-724.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $680 | $2,140-68.2% | $2,800-75.7% | $2,111-67.8% |
| Participant deferral / active EE | $587 | $2,746-78.6% | $3,704-84.1% | $3,350-82.5% |
| Admin fee / account holder | $1,814 | $418+333.6% | $5,113-64.5% | $521+248.3% |