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 | $14,965 | $56,197-73.4% | $67,652-77.9% | $59,633-74.9% |
| Participation rate | 12.5% | 71.5%-59.0pp | 75.7%-63.2pp | 68.7%-56.2pp |
| Annual return | -0.13% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $322 | $1,615-80.1% | $2,266-85.8% | $2,203-85.4% |
| Participant deferral / active EE | $698 | $2,844-75.5% | $3,560-80.4% | $3,192-78.1% |
| Admin fee / account holder | $938 | $3,958-76.3% | $4,821-80.5% | $4,297-78.2% |