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 | $10,849 | $47,977-77.4% | $154,108-93.0% | $56,289-80.7% |
| Participation rate | 18.8% | 66.2%-47.4pp | 83.0%-64.2pp | 69.9%-51.0pp |
| Annual return | 8.22% | 3.54%+4.7pp | 735.21%-727.0pp | -9.96%+18.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $673 | $2,392-71.9% | $5,081-86.8% | $3,350-79.9% |
| Admin fee / account holder | $639 | $438+45.8% | $13,411-95.2% | $521+22.7% |