Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,596 | $99,647-90.4% | $86,439-88.9% | $134,509-92.9% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -18.79% | 6784.13%-6802.9pp | 4395.55%-4414.3pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,938 | $4,401-56.0% | $3,769-48.6% | $4,741-59.1% |
| Participant deferral / active EE | $1,429 | $7,246-80.3% | $6,952-79.4% | $6,400-77.7% |
| Admin fee / account holder | $2,262 | $8,373-73.0% | $6,732-66.4% | $11,427-80.2% |