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 | $10,725 | $48,274-77.8% | $63,244-83.0% | $59,633-82.0% |
| Participation rate | 35.1% | 66.3%-31.2pp | 71.0%-36.0pp | 68.7%-33.6pp |
| Annual return | -2.37% | -240.79%+238.4pp | -70.31%+67.9pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $301 | $1,586-81.0% | $2,322-87.0% | $2,203-86.3% |
| Participant deferral / active EE | $833 | $2,343-64.4% | $2,953-71.8% | $3,192-73.9% |
| Admin fee / account holder | $1,830 | $3,600-49.2% | $5,893-69.0% | $4,297-57.4% |