Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,378 | $90,607-97.4% | $79,467-97.0% | $135,380-98.2% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -8.82% | 977.74%-986.6pp | 718.30%-727.1pp | 519.81%-528.6pp |
| Employer contribution / active EE | $163 | $3,068-94.7% | $2,800-94.2% | $4,779-96.6% |
| Participant deferral / active EE | $263 | $4,050-93.5% | $3,704-92.9% | $5,609-95.3% |
| Admin fee / account holder | $307 | $5,895-94.8% | $5,104-94.0% | $10,828-97.2% |