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 | $7,971 | $50,151-84.1% | $149,696-94.7% | $80,157-90.1% |
| Participation rate | 0.9% | 64.3%-63.4pp | 78.8%-77.9pp | 72.9%-72.1pp |
| Annual return | 140.80% | 29.80%+111.0pp | 134.46%+6.3pp | 40.39%+100.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $36 | $3,194-98.9% | $5,682-99.4% | $5,015-99.3% |
| Admin fee / account holder | $763 | $153+399.9% | $13,212-94.2% | $145+426.6% |