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 | $11,692 | $82,674-85.9% | $125,381-90.7% | $68,486-82.9% |
| Participation rate | 34.6% | 75.1%-40.4pp | 82.4%-47.8pp | 67.9%-33.3pp |
| Annual return | -14.70% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $842 | $6,111-86.2% | $7,448-88.7% | $4,028-79.1% |
| Admin fee / account holder | $7,945 | $6,277+26.6% | $10,007-20.6% | $5,404+47.0% |