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 | $3,653 | $56,197-93.5% | $67,652-94.6% | $59,633-93.9% |
| Participation rate | 23.5% | 71.5%-47.9pp | 75.7%-52.1pp | 68.7%-45.1pp |
| Annual return | 1.14% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $258 | $2,844-90.9% | $3,560-92.8% | $3,192-91.9% |
| Admin fee / account holder | $3,763 | $3,958-4.9% | $4,821-21.9% | $4,297-12.4% |