Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45 | $142,361-100.0% | $119,608-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -12.94% | -12.46%-0.5pp | -14.98%+2.0pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22 | $6,468-99.7% | $5,601-99.6% | $6,400-99.7% |
| Admin fee / account holder | $671 | $13,588-95.1% | $10,326-93.5% | $11,427-94.1% |