Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,284 | $97,732-97.7% | $83,831-97.3% | $135,380-98.3% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | 0.44% | 1287.56%-1287.1pp | 850.99%-850.5pp | 519.81%-519.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $539 | $4,683-88.5% | $4,082-86.8% | $5,609-90.4% |
| Admin fee / account holder | $5,555 | $6,675-16.8% | $5,479+1.4% | $10,828-48.7% |