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.
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 | $10,213 | $82,674-87.6% | $125,381-91.9% | $68,486-85.1% |
| Participation rate | 9.1% | 75.1%-66.0pp | 82.4%-73.3pp | 67.9%-58.8pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $594 | $6,111-90.3% | $7,448-92.0% | $4,028-85.3% |
| Admin fee / account holder | $5,149 | $6,277-18.0% | $10,007-48.5% | $5,404-4.7% |