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 | $11,089 | $100,033-88.9% | $149,716-92.6% | $70,124-84.2% |
| Participation rate | 25.8% | 83.6%-57.8pp | 87.1%-61.3pp | 69.5%-43.7pp |
| Annual return | 17.73% | 27.43%-9.7pp | 1501.67%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $585 | $4,982-88.3% | $6,568-91.1% | $3,332-82.4% |
| Admin fee / account holder | $736 | $8,285-91.1% | $11,282-93.5% | $4,645-84.2% |