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 | $1,858 | $102,595-98.2% | $94,057-98.0% | $154,746-98.8% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $453 | $3,147-85.6% | $2,933-84.6% | $4,379-89.7% |
| Participant deferral / active EE | $479 | $5,118-90.6% | $4,709-89.8% | $6,730-92.9% |
| Admin fee / account holder | $451 | $7,736-94.2% | $7,244-93.8% | $14,365-96.9% |