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 | $746 | $76,608-99.0% | $56,077-98.7% | $145,877-99.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 6.57% | 3009.59%-3003.0pp | 1709.28%-1702.7pp | 551.28%-544.7pp |
| Employer contribution / active EE | $36 | $1,382-97.4% | $1,040-96.6% | $4,663-99.2% |
| Participant deferral / active EE | $36 | $2,624-98.6% | $1,954-98.2% | $6,691-99.5% |
| Admin fee / account holder | $942 | $3,325-71.7% | $2,825-66.7% | $13,402-93.0% |