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 | $1,108 | $39,798-97.2% | $67,704-98.4% | $59,633-98.1% |
| Participation rate | 11.1% | 57.4%-46.2pp | 67.5%-56.4pp | 68.7%-57.6pp |
| Annual return | -2.38% | 89.94%-92.3pp | 25.41%-27.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $35 | $2,335-98.5% | $3,585-99.0% | $3,192-98.9% |
| Admin fee / account holder | $1,374 | $3,212-57.2% | $4,255-67.7% | $4,297-68.0% |