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 | $9,836 | $45,152-78.2% | $73,835-86.7% | $59,633-83.5% |
| Participation rate | 56.8% | 64.0%-7.3pp | 73.4%-16.7pp | 68.7%-11.9pp |
| Annual return | -1.78% | 27.40%-29.2pp | 2268.13%-2269.9pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $621 | $1,901-67.4% | $2,788-77.7% | $2,203-71.8% |
| Participant deferral / active EE | $462 | $2,573-82.0% | $3,583-87.1% | $3,192-85.5% |
| Admin fee / account holder | $4,211 | $3,515+19.8% | $4,880-13.7% | $4,297-2.0% |