Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Employer 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 | $12,732 | $105,867-88.0% | $90,760-86.0% | $134,532-90.5% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -19.79% | -10.99%-8.8pp | -12.16%-7.6pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,911 | $5,217-44.2% | $4,565-36.2% | $6,401-54.5% |
| Admin fee / account holder | $2,888 | $13,936-79.3% | $8,444-65.8% | $11,429-74.7% |