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 | $13,604 | $138,078-90.1% | $125,363-89.1% | $134,509-89.9% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -14.03% | 750.49%-764.5pp | 572.15%-586.2pp | 418.13%-432.2pp |
| Employer contribution / active EE | $5,130 | $5,245-2.2% | $4,815+6.5% | $4,741+8.2% |
| Participant deferral / active EE | $281 | $7,800-96.4% | $7,447-96.2% | $6,400-95.6% |
| Admin fee / account holder | $97,530 | $11,566+743.3% | $10,005+874.8% | $11,427+753.5% |