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 | $11,194 | $75,962-85.3% | $154,111-92.7% | $64,173-82.6% |
| Participation rate | 64.9% | 70.4%-5.5pp | 83.0%-18.1pp | 69.6%-4.6pp |
| Annual return | -6.78% | 30.32%-37.1pp | 735.18%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $723 | $3,175-77.2% | $5,081-85.8% | $3,470-79.2% |
| Admin fee / account holder | $1,238 | $5,589-77.9% | $13,411-90.8% | $4,887-74.7% |