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 | $6,081 | $106,247-94.3% | $147,096-95.9% | $77,714-92.2% |
| Participation rate | 7.3% | 78.4%-71.1pp | 82.2%-74.9pp | 70.6%-63.3pp |
| Annual return | 17.72% | 56.87%-39.2pp | 419.75%-402.0pp | 31.26%-13.5pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $163 | $7,996-98.0% | $8,071-98.0% | $4,649-96.5% |
| Admin fee / account holder | $1,302 | $338+284.9% | $13,005-90.0% | $433+200.5% |