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 | $7,849 | $75,962-89.7% | $154,111-94.9% | $64,173-87.8% |
| Participation rate | 26.8% | 70.4%-43.6pp | 83.0%-56.2pp | 69.6%-42.7pp |
| Annual return | -3.39% | 30.32%-33.7pp | 735.18%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $104 | $3,175-96.7% | $5,081-98.0% | $3,470-97.0% |
| Admin fee / account holder | $9,406 | $5,589+68.3% | $13,411-29.9% | $4,887+92.4% |