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 | $14,090 | $82,674-83.0% | $125,363-88.8% | $68,495-79.4% |
| Participation rate | 59.0% | 75.0%-16.1pp | 82.4%-23.4pp | 67.9%-8.9pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,442 | $6,111-76.4% | $7,447-80.6% | $4,028-64.2% |
| Admin fee / account holder | $359 | $6,276-94.3% | $10,005-96.4% | $5,403-93.4% |