Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,665 | $58,275-90.3% | $81,844-93.1% | $80,935-93.0% |
| Participation rate | 18.6% | 63.5%-44.9pp | 72.4%-53.8pp | 67.7%-49.1pp |
| Annual return | 14.19% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $274 | $3,285-91.7% | $4,323-93.7% | $4,299-93.6% |
| Admin fee / account holder | $692 | $4,749-85.4% | $7,355-90.6% | $6,924-90.0% |