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 | $8,305 | $75,962-89.1% | $154,111-94.6% | $64,173-87.1% |
| Participation rate | 31.4% | 70.4%-39.0pp | 83.0%-51.6pp | 69.6%-38.1pp |
| Annual return | -7.77% | 30.32%-38.1pp | 735.18%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $458 | $3,350-86.3% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $783 | $3,175-75.3% | $5,081-84.6% | $3,470-77.4% |
| Admin fee / account holder | $2,338 | $5,589-58.2% | $13,411-82.6% | $4,887-52.2% |