Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,844 | $87,132-86.4% | $105,624-88.8% | $80,959-85.4% |
| Participation rate | 46.2% | 70.4%-24.3pp | 75.3%-29.1pp | 67.7%-21.5pp |
| Annual return | 0.00% | 17.03%-17.0pp | 116.20%-116.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $981 | $2,397-59.1% | $3,168-69.0% | $2,757-64.4% |
| Participant deferral / active EE | $1,424 | $3,985-64.3% | $5,013-71.6% | $4,300-66.9% |
| Admin fee / account holder | $2,738 | $8,449-67.6% | $10,961-75.0% | $6,925-60.5% |