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 | $10,958 | $167,533-93.5% | $151,645-92.8% | $134,545-91.9% |
| Participation rate | 47.4% | 88.4%-41.0pp | 87.5%-40.1pp | 81.2%-33.9pp |
| Annual return | -9.73% | 7.81%-17.5pp | 3.34%-13.1pp | 418.37%-428.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $674 | $8,985-92.5% | $8,363-91.9% | $6,401-89.5% |
| Admin fee / account holder | $5,475 | $13,781-60.3% | $11,614-52.9% | $11,431-52.1% |