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 | $11,837 | $44,850-73.6% | $60,547-80.5% | $59,633-80.2% |
| Participation rate | 34.0% | 59.5%-25.5pp | 68.0%-34.0pp | 68.7%-34.7pp |
| Annual return | -2.53% | 1074.14%-1076.7pp | 335.64%-338.2pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $273 | $1,462-81.4% | $2,419-88.7% | $2,203-87.6% |
| Participant deferral / active EE | $643 | $2,230-71.2% | $3,328-80.7% | $3,192-79.9% |
| Admin fee / account holder | $315 | $3,635-91.3% | $4,536-93.1% | $4,297-92.7% |