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 | $6,015 | $97,732-93.8% | $83,831-92.8% | $135,380-95.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -9.17% | 1287.56%-1296.7pp | 850.99%-860.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $806 | $4,222-80.9% | $3,631-77.8% | $4,779-83.1% |
| Participant deferral / active EE | $1,053 | $4,683-77.5% | $4,082-74.2% | $5,609-81.2% |
| Admin fee / account holder | $1,707 | $6,675-74.4% | $5,479-68.8% | $10,828-84.2% |