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.
Employer 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 | $16,607 | $50,947-67.4% | $74,551-77.7% | $64,173-74.1% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -4.26% | -1.85%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,276 | $2,302-44.6% | $3,108-58.9% | $3,470-63.2% |
| Admin fee / account holder | $7,121 | $4,221+68.7% | $5,059+40.7% | $4,887+45.7% |