Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,257 | $82,630-91.2% | $64,105-88.7% | $125,389-94.2% |
| Participation rate | 17.6% | 75.9%-58.2pp | 68.2%-50.5pp | 83.2%-65.5pp |
| Annual return | -2.85% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $165 | $3,608-95.4% | $2,822-94.2% | $5,352-96.9% |
| Admin fee / account holder | $1,027 | $6,382-83.9% | $4,499-77.2% | $9,541-89.2% |