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 | $22,340 | $73,019-69.4% | $90,766-75.4% | $68,490-67.4% |
| Participation rate | 45.9% | 70.8%-24.9pp | 75.7%-29.8pp | 67.9%-22.0pp |
| Annual return | -9.17% | -13.81%+4.6pp | -12.16%+3.0pp | -7.85%-1.3pp |
| Employer contribution / active EE | $749 | $2,193-65.8% | $2,922-74.4% | $2,597-71.2% |
| Participant deferral / active EE | $1,497 | $3,626-58.7% | $4,565-67.2% | $4,028-62.8% |
| Admin fee / account holder | $4,623 | $5,897-21.6% | $8,446-45.3% | $5,403-14.4% |