Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,169 | $49,451-83.5% | $79,580-89.7% | $66,938-87.8% |
| Participation rate | 42.2% | 61.3%-19.1pp | 69.5%-27.2pp | 69.8%-27.6pp |
| Annual return | -17.09% | 84.25%-101.3pp | 0.15%-17.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $798 | $1,266-36.9% | $2,413-66.9% | $2,545-68.6% |
| Participant deferral / active EE | $1,389 | $3,159-56.0% | $3,985-65.2% | $4,238-67.2% |
| Admin fee / account holder | $1,419 | $595+138.7% | $6,835-79.2% | $594+139.1% |