Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,113 | $84,499-79.7% | $125,391-86.4% | $66,949-74.4% |
| Participation rate | 36.0% | 76.4%-40.5pp | 82.4%-46.4pp | 69.8%-33.9pp |
| Annual return | -12.95% | -8.49%-4.5pp | 572.41%-585.4pp | 1.57%-14.5pp |
| Employer contribution / active EE | $999 | $3,554-71.9% | $4,816-79.3% | $2,545-60.8% |
| Participant deferral / active EE | $2,090 | $6,785-69.2% | $7,448-71.9% | $4,239-50.7% |
| Admin fee / account holder | $1,666 | $685+143.2% | $10,009-83.4% | $594+180.7% |