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 | $14,279 | $138,076-89.7% | $123,553-88.4% | $135,380-89.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.79% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $990 | $5,152-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $1,269 | $6,800-81.3% | $6,426-80.2% | $5,609-77.4% |
| Admin fee / account holder | $549 | $10,917-95.0% | $9,284-94.1% | $10,828-94.9% |