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 | $12,070 | $86,701-86.1% | $73,309-83.5% | $125,388-90.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -0.54% | 2.78%-3.3pp | 5.67%-6.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $451 | $4,152-89.1% | $3,237-86.1% | $4,866-90.7% |
| Participant deferral / active EE | $1,207 | $5,549-78.2% | $4,991-75.8% | $5,352-77.4% |
| Admin fee / account holder | $2,562 | $7,768-67.0% | $5,635-54.5% | $9,541-73.1% |