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 | $8,366 | $45,566-81.6% | $64,105-86.9% | $59,633-86.0% |
| Participation rate | 46.2% | 60.2%-14.0pp | 68.2%-22.0pp | 68.7%-22.5pp |
| Annual return | -1.94% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $458 | $2,057-77.8% | $2,822-83.8% | $3,192-85.7% |
| Admin fee / account holder | $727 | $3,268-77.8% | $4,499-83.8% | $4,297-83.1% |