Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,992 | $92,684-92.5% | $82,706-91.5% | $134,509-94.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -18.04% | 945.84%-963.9pp | 701.76%-719.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $460 | $3,272-86.0% | $3,007-84.7% | $4,741-90.3% |
| Participant deferral / active EE | $786 | $4,800-83.6% | $4,394-82.1% | $6,400-87.7% |
| Admin fee / account holder | $429 | $5,982-92.8% | $5,329-92.0% | $11,427-96.2% |