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 | $9,219 | $138,075-93.3% | $123,552-92.5% | $135,379-93.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.89% | 153.70%-161.6pp | 119.20%-127.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,297 | $5,152-74.8% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $1,978 | $6,800-70.9% | $6,426-69.2% | $5,609-64.7% |
| Admin fee / account holder | $2,397 | $10,917-78.0% | $9,285-74.2% | $10,828-77.9% |