Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,705 | $73,839-92.3% | $143,788-96.0% | $68,495-91.7% |
| Participation rate | 30.2% | 66.7%-36.4pp | 80.3%-50.1pp | 67.9%-37.7pp |
| Annual return | -16.34% | 1.01%-17.3pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $348 | $3,384-89.7% | $5,638-93.8% | $4,028-91.4% |
| Admin fee / account holder | $878 | $5,755-84.8% | $14,675-94.0% | $5,403-83.8% |