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 | $4,007 | $52,519-92.4% | $155,789-97.4% | $59,633-93.3% |
| Participation rate | 26.2% | 61.7%-35.5pp | 76.1%-49.9pp | 68.7%-42.5pp |
| Annual return | -2.23% | 53.51%-55.7pp | 71.54%-73.8pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $249 | $1,589-84.3% | $3,839-93.5% | $2,203-88.7% |
| Participant deferral / active EE | $524 | $3,084-83.0% | $4,798-89.1% | $3,192-83.6% |
| Admin fee / account holder | $327 | $3,540-90.7% | $7,477-95.6% | $4,297-92.4% |