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 | $21,213 | $81,870-74.1% | $119,634-82.3% | $68,490-69.0% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -12.04% | -23.82%+11.8pp | -14.98%+2.9pp | -7.85%-4.2pp |
| Employer contribution / active EE | $719 | $2,692-73.3% | $4,232-83.0% | $2,597-72.3% |
| Participant deferral / active EE | $1,087 | $4,148-73.8% | $5,601-80.6% | $4,028-73.0% |
| Admin fee / account holder | $43,395 | $6,583+559.2% | $10,329+320.1% | $5,403+703.2% |