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 | $15,704 | $84,482-81.4% | $125,363-87.5% | $66,930-76.5% |
| Participation rate | 64.4% | 76.4%-12.0pp | 82.4%-18.0pp | 69.8%-5.4pp |
| Annual return | -17.91% | -8.49%-9.4pp | 572.15%-590.1pp | 1.57%-19.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,110 | $6,782-54.1% | $7,447-58.2% | $4,238-26.6% |
| Admin fee / account holder | $2,075 | $685+202.9% | $10,005-79.3% | $593+249.6% |