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 | $10,433 | $90,448-88.5% | $93,786-88.9% | $134,545-92.2% |
| Participation rate | 30.4% | 82.0%-51.5pp | 81.0%-50.6pp | 81.2%-50.8pp |
| Annual return | -16.54% | -15.71%-0.8pp | -11.32%-5.2pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,457 | $5,983-75.7% | $6,100-76.1% | $6,401-77.2% |
| Admin fee / account holder | $6,084 | $9,232-34.1% | $7,184-15.3% | $11,431-46.8% |