Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,694 | $61,755-92.4% | $97,161-95.2% | $80,911-94.2% |
| Participation rate | 21.0% | 63.5%-42.5pp | 72.7%-51.7pp | 67.6%-46.7pp |
| Annual return | 11.41% | -557.90%+569.3pp | 75.36%-63.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $440 | $3,026-85.5% | $4,265-89.7% | $4,297-89.8% |
| Admin fee / account holder | $2,223 | $5,166-57.0% | $5,647-60.6% | $6,935-68.0% |