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 | $16,855 | $99,032-83.0% | $80,022-78.9% | $135,380-87.5% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -8.67% | 15.39%-24.1pp | 11.22%-19.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $673 | $3,043-77.9% | $2,468-72.7% | $4,779-85.9% |
| Participant deferral / active EE | $673 | $4,282-84.3% | $3,686-81.7% | $5,609-88.0% |
| Admin fee / account holder | $1,287 | $10,436-87.7% | $6,521-80.3% | $10,828-88.1% |