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 | $7,063 | $49,177-85.6% | $79,467-91.1% | $64,173-89.0% |
| Participation rate | 32.3% | 65.0%-32.8pp | 73.3%-41.1pp | 69.6%-37.3pp |
| Annual return | -5.54% | -1.16%-4.4pp | 718.30%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $330 | $2,076-84.1% | $2,800-88.2% | $2,381-86.1% |
| Participant deferral / active EE | $470 | $2,821-83.3% | $3,704-87.3% | $3,470-86.4% |
| Admin fee / account holder | $790 | $3,839-79.4% | $5,104-84.5% | $4,887-83.8% |