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.
Employer 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 | $22,657 | $72,404-68.7% | $110,241-79.4% | $64,181-64.7% |
| Participation rate | 63.8% | 73.3%-9.6pp | 79.8%-16.1pp | 69.6%-5.8pp |
| Annual return | -7.49% | -6.29%-1.2pp | 314.75%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $145 | $2,282-93.6% | $3,827-96.2% | $2,381-93.9% |
| Participant deferral / active EE | $2,322 | $3,469-33.1% | $4,672-50.3% | $3,470-33.1% |
| Admin fee / account holder | $3,895 | $5,664-31.2% | $8,548-54.4% | $4,887-20.3% |