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 | $3,863 | $60,119-93.6% | $90,430-95.7% | $79,858-95.2% |
| Participation rate | 54.3% | 65.0%-10.7pp | 72.7%-18.4pp | 69.6%-15.3pp |
| Annual return | 10.82% | 71.94%-61.1pp | 1293.73%-1282.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $345 | $2,938-88.3% | $3,963-91.3% | $3,740-90.8% |
| Admin fee / account holder | $403 | $3,976-89.9% | $5,613-92.8% | $5,306-92.4% |