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 | $11,636 | $62,583-81.4% | $76,767-84.8% | $64,173-81.9% |
| Participation rate | 36.4% | 72.8%-36.5pp | 77.0%-40.6pp | 69.6%-33.2pp |
| Annual return | -4.30% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $583 | $1,832-68.2% | $2,485-76.5% | $2,381-75.5% |
| Participant deferral / active EE | $1,000 | $3,145-68.2% | $3,852-74.0% | $3,470-71.2% |
| Admin fee / account holder | $2,837 | $4,667-39.2% | $6,675-57.5% | $4,887-42.0% |