Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,888 | $75,962-89.6% | $154,111-94.9% | $64,173-87.7% |
| Participation rate | 47.3% | 70.4%-23.1pp | 83.0%-35.8pp | 69.6%-22.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,160 | $3,350-65.4% | $5,298-78.1% | $2,381-51.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $912 | $5,589-83.7% | $13,411-93.2% | $4,887-81.3% |