Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,510 | $59,456-92.4% | $93,669-95.2% | $74,429-93.9% |
| Participation rate | 11.0% | 59.6%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 32.40% | 82.00%-49.6pp | 133.59%-101.2pp | 1368.38%-1336.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $452 | $3,052-85.2% | $4,416-89.8% | $4,348-89.6% |
| Admin fee / account holder | $408 | $3,026-86.5% | $8,291-95.1% | $1,944-79.0% |