Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,089 | $68,996-82.5% | $159,991-92.4% | $68,495-82.3% |
| Participation rate | 36.1% | 65.4%-29.3pp | 78.0%-41.9pp | 67.9%-31.8pp |
| Annual return | -9.91% | -9.65%-0.3pp | 408.82%-418.7pp | -7.84%-2.1pp |
| Employer contribution / active EE | $317 | $2,212-85.7% | $4,225-92.5% | $2,596-87.8% |
| Participant deferral / active EE | $1,517 | $4,211-64.0% | $6,183-75.5% | $4,028-62.3% |
| Admin fee / account holder | $340 | $4,797-92.9% | $8,715-96.1% | $5,403-93.7% |