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 | $7,860 | $31,679-75.2% | $74,722-89.5% | $65,185-87.9% |
| Participation rate | 3.9% | 40.4%-36.4pp | 54.5%-50.5pp | 70.2%-66.3pp |
| Annual return | 18.44% | 39.04%-20.6pp | 753.11%-734.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $67 | $1,191-94.4% | $1,963-96.6% | $3,514-98.1% |
| Admin fee / account holder | $5,784 | $379+1426.9% | $3,335+73.5% | $847+582.7% |