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 | $14,922 | $82,678-82.0% | $125,391-88.1% | $68,490-78.2% |
| Participation rate | 9.7% | 75.1%-65.4pp | 82.4%-72.7pp | 67.9%-58.2pp |
| Annual return | -11.93% | -5.97%-6.0pp | 572.41%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $722 | $6,111-88.2% | $7,448-90.3% | $4,028-82.1% |
| Admin fee / account holder | $3,441 | $6,277-45.2% | $10,009-65.6% | $5,403-36.3% |