Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,559 | $57,305-88.6% | $86,640-92.4% | $75,173-91.3% |
| Participation rate | 15.5% | 63.2%-47.7pp | 71.7%-56.2pp | 67.2%-51.7pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $408 | $2,316-82.4% | $3,024-86.5% | $2,671-84.7% |
| Participant deferral / active EE | $667 | $3,320-79.9% | $4,438-85.0% | $4,126-83.8% |
| Admin fee / account holder | $329 | $4,116-92.0% | $5,616-94.1% | $5,651-94.2% |