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 | $2,648 | $45,152-94.1% | $73,836-96.4% | $59,633-95.6% |
| Participation rate | 36.1% | 64.0%-27.9pp | 73.4%-37.3pp | 68.7%-32.6pp |
| Annual return | 64.71% | 27.40%+37.3pp | 2268.06%-2203.3pp | 2041.45%-1976.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $513 | $2,573-80.1% | $3,583-85.7% | $3,192-83.9% |
| Admin fee / account holder | $689 | $3,515-80.4% | $4,882-85.9% | $4,297-84.0% |