Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,405 | $138,076-97.5% | $123,553-97.2% | $135,380-97.5% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,701 | $5,152-67.0% | $4,628-63.2% | $4,779-64.4% |
| Participant deferral / active EE | $1,578 | $6,800-76.8% | $6,426-75.5% | $5,609-71.9% |
| Admin fee / account holder | $661 | $10,917-93.9% | $9,284-92.9% | $10,828-93.9% |