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 | $28,513 | $160,059-82.2% | $140,019-79.6% | $135,382-78.9% |
| Participation rate | 59.1% | 88.5%-29.4pp | 87.5%-28.4pp | 82.6%-23.6pp |
| Annual return | -3.68% | 911.44%-915.1pp | 651.15%-654.8pp | 519.77%-523.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,614 | $7,641-65.8% | $6,927-62.3% | $5,609-53.4% |
| Admin fee / account holder | $14,216 | $13,328+6.7% | $10,705+32.8% | $10,829+31.3% |