Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,874 | $69,771-84.4% | $67,524-83.9% | $74,400-85.4% |
| Participation rate | 51.6% | 71.4%-19.8pp | 72.9%-21.3pp | 67.2%-15.6pp |
| Annual return | 13.64% | -40.49%+54.1pp | 3519.41%-3505.8pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $1,365 | $2,710-49.6% | $2,734-50.1% | $2,624-48.0% |
| Participant deferral / active EE | $346 | $3,638-90.5% | $4,001-91.4% | $4,348-92.1% |
| Admin fee / account holder | $421 | $889-52.7% | $4,001-89.5% | $1,944-78.3% |