Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,362 | $69,977-96.6% | $108,582-97.8% | $62,881-96.2% |
| Participation rate | 53.6% | 72.9%-19.3pp | 79.6%-26.0pp | 69.3%-15.7pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $729 | $2,135-65.9% | $3,758-80.6% | $2,281-68.0% |
| Participant deferral / active EE | $867 | $3,165-72.6% | $4,311-79.9% | $3,203-72.9% |
| Admin fee / account holder | $503 | $5,076-90.1% | $7,645-93.4% | $4,296-88.3% |