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 | $11,598 | $53,596-78.4% | $90,657-87.2% | $64,173-81.9% |
| Participation rate | 42.4% | 64.5%-22.1pp | 74.0%-31.7pp | 69.6%-27.2pp |
| Annual return | -5.57% | 4.41%-10.0pp | 1.89%-7.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $764 | $2,459-68.9% | $3,424-77.7% | $3,470-78.0% |
| Admin fee / account holder | $1,091 | $3,868-71.8% | $4,994-78.2% | $4,887-77.7% |