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 | $9,212 | $73,863-87.5% | $143,797-93.6% | $68,490-86.5% |
| Participation rate | 60.6% | 66.7%-6.1pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -11.11% | 0.91%-12.0pp | -0.04%-11.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $751 | $3,185-76.4% | $4,952-84.8% | $2,597-71.1% |
| Participant deferral / active EE | $847 | $3,385-75.0% | $5,638-85.0% | $4,028-79.0% |
| Admin fee / account holder | $577 | $5,756-90.0% | $14,679-96.1% | $5,403-89.3% |