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 | $13,173 | $45,438-71.0% | $80,004-83.5% | $59,633-77.9% |
| Participation rate | 40.2% | 63.7%-23.5pp | 73.0%-32.8pp | 68.7%-28.4pp |
| Annual return | -1.48% | 5.10%-6.6pp | 7.63%-9.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $323 | $1,236-73.9% | $2,473-86.9% | $2,203-85.3% |
| Participant deferral / active EE | $768 | $2,231-65.6% | $3,204-76.0% | $3,192-75.9% |
| Admin fee / account holder | $473 | $3,464-86.4% | $5,033-90.6% | $4,297-89.0% |