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 | $5,757 | $52,678-89.1% | $75,782-92.4% | $59,632-90.3% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.8%-11.8pp | 68.7%-4.7pp |
| Annual return | -2.34% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $597 | $2,591-77.0% | $3,652-83.7% | $3,192-81.3% |
| Admin fee / account holder | $781 | $3,610-78.4% | $5,300-85.3% | $4,297-81.8% |