Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,604 | $60,128-95.7% | $90,440-97.1% | $79,852-96.7% |
| Participation rate | 40.7% | 65.0%-24.3pp | 72.7%-31.9pp | 69.6%-28.9pp |
| Annual return | 100.94% | 71.95%+29.0pp | 1294.38%-1193.4pp | 31.72%+69.2pp |
| Employer contribution / active EE | $395 | $2,068-80.9% | $3,263-87.9% | $2,471-84.0% |
| Participant deferral / active EE | $750 | $2,939-74.5% | $3,964-81.1% | $3,740-80.0% |
| Admin fee / account holder | $457 | $3,977-88.5% | $5,615-91.9% | $5,306-91.4% |