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 | $5,161 | $56,197-90.8% | $67,652-92.4% | $59,633-91.3% |
| Participation rate | 23.8% | 71.5%-47.7pp | 75.7%-51.9pp | 68.7%-44.9pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $668 | $1,615-58.7% | $2,266-70.5% | $2,203-69.7% |
| Participant deferral / active EE | $958 | $2,844-66.3% | $3,560-73.1% | $3,192-70.0% |
| Admin fee / account holder | $914 | $3,958-76.9% | $4,821-81.0% | $4,297-78.7% |