Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,610 | $55,446-89.9% | $155,574-96.4% | $74,429-92.5% |
| Participation rate | 5.3% | 61.9%-56.6pp | 78.2%-72.9pp | 67.2%-62.0pp |
| Annual return | 11.67% | 269.20%-257.5pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $106 | $2,836-96.3% | $5,629-98.1% | $4,348-97.6% |
| Admin fee / account holder | $373 | $1,743-78.6% | $15,914-97.7% | $1,944-80.8% |