Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $632 | $92,684-99.3% | $82,706-99.2% | $134,509-99.5% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | -15.42% | 945.84%-961.3pp | 701.76%-717.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $172 | $4,800-96.4% | $4,394-96.1% | $6,400-97.3% |
| Admin fee / account holder | $346 | $5,982-94.2% | $5,329-93.5% | $11,427-97.0% |