Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,990 | $92,684-95.7% | $82,706-95.2% | $134,509-97.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -19.04% | 945.84%-964.9pp | 701.76%-720.8pp | 418.13%-437.2pp |
| Employer contribution / active EE | $693 | $3,272-78.8% | $3,007-77.0% | $4,741-85.4% |
| Participant deferral / active EE | $865 | $4,800-82.0% | $4,394-80.3% | $6,400-86.5% |
| Admin fee / account holder | $886 | $5,982-85.2% | $5,329-83.4% | $11,427-92.3% |