Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,140 | $26,549-95.7% | $61,501-98.1% | $66,949-98.3% |
| Participation rate | 3.0% | 38.1%-35.1pp | 52.6%-49.6pp | 69.8%-66.8pp |
| Annual return | -10.64% | -16.21%+5.6pp | 339.04%-349.7pp | 1.57%-12.2pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $30 | $1,338-97.8% | $2,125-98.6% | $4,239-99.3% |
| Admin fee / account holder | $430 | $409+5.3% | $2,132-79.8% | $594-27.5% |