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 | $7,531 | $75,832-90.1% | $147,618-94.9% | $59,633-87.4% |
| Participation rate | 24.5% | 71.6%-47.0pp | 84.6%-60.1pp | 68.7%-44.1pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $466 | $3,131-85.1% | $4,895-90.5% | $3,192-85.4% |
| Admin fee / account holder | $1,298 | $5,986-78.3% | $11,612-88.8% | $4,297-69.8% |