Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Employer 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 | $15,393 | $129,959-88.2% | $104,301-85.2% | $134,532-88.6% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -14.66% | 42.04%-56.7pp | 24.61%-39.3pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,536 | $5,589-36.7% | $4,626-23.6% | $6,401-44.8% |
| Admin fee / account holder | $6,238 | $9,325-33.1% | $7,340-15.0% | $11,429-45.4% |