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 | $9,297 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -18.79% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,575 | $5,245-70.0% | $4,815-67.3% | $4,741-66.8% |
| Participant deferral / active EE | $1,575 | $7,801-79.8% | $7,448-78.8% | $6,401-75.4% |
| Admin fee / account holder | $394 | $11,568-96.6% | $10,007-96.1% | $11,429-96.6% |