Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,939 | $54,355-85.4% | $82,744-90.4% | $68,486-88.4% |
| Participation rate | 28.8% | 63.9%-35.2pp | 72.6%-43.8pp | 67.9%-39.1pp |
| Annual return | -15.97% | -13.67%-2.3pp | 702.22%-718.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $313 | $2,219-85.9% | $3,008-89.6% | $2,597-88.0% |
| Participant deferral / active EE | $786 | $3,246-75.8% | $4,395-82.1% | $4,028-80.5% |
| Admin fee / account holder | $380 | $4,397-91.3% | $5,325-92.9% | $5,404-93.0% |