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 | $3,428 | $72,404-95.3% | $110,243-96.9% | $64,173-94.7% |
| Participation rate | 14.3% | 73.3%-59.1pp | 79.8%-65.5pp | 69.6%-55.3pp |
| Annual return | -6.32% | -6.29%0pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $222 | $3,469-93.6% | $4,672-95.2% | $3,470-93.6% |
| Admin fee / account holder | $2,723 | $5,664-51.9% | $8,548-68.1% | $4,887-44.3% |