Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,173 | $92,743-96.6% | $82,744-96.2% | $134,532-97.6% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -16.55% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $609 | $4,802-87.3% | $4,395-86.2% | $6,401-90.5% |
| Admin fee / account holder | $697 | $5,977-88.3% | $5,325-86.9% | $11,429-93.9% |