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 | $2,309 | $59,402-96.1% | $93,654-97.5% | $74,546-96.9% |
| Participation rate | 2.0% | 59.7%-57.7pp | 68.7%-66.7pp | 67.2%-65.2pp |
| Annual return | 10.81% | 81.86%-71.0pp | 133.34%-122.5pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $364 | $1,265-71.2% | $2,421-85.0% | $2,624-86.1% |
| Participant deferral / active EE | $448 | $3,049-85.3% | $4,413-89.8% | $4,347-89.7% |
| Admin fee / account holder | $616,992 | $3,023+20311.8% | $8,282+7349.5% | $1,944+31645.4% |