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 | $25,447 | $72,620-65.0% | $90,760-72.0% | $66,938-62.0% |
| Participation rate | 4.4% | 73.7%-69.3pp | 75.7%-71.3pp | 69.8%-65.4pp |
| Annual return | -15.01% | -12.28%-2.7pp | -12.16%-2.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $131 | $3,979-96.7% | $4,565-97.1% | $4,238-96.9% |
| Admin fee / account holder | $359 | $707-49.2% | $8,444-95.7% | $594-39.5% |