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 | $4,261 | $45,152-90.6% | $73,836-94.2% | $59,633-92.9% |
| Participation rate | 37.5% | 64.0%-26.5pp | 73.4%-35.9pp | 68.7%-31.2pp |
| Annual return | -0.46% | 27.40%-27.9pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $310 | $1,901-83.7% | $2,787-88.9% | $2,203-85.9% |
| Participant deferral / active EE | $485 | $2,573-81.2% | $3,583-86.5% | $3,192-84.8% |
| Admin fee / account holder | $2,188 | $3,515-37.7% | $4,882-55.2% | $4,297-49.1% |