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 | $763 | $29,733-97.4% | $56,025-98.6% | $80,959-99.1% |
| Participation rate | 2.7% | 41.7%-39.0pp | 52.5%-49.8pp | 67.7%-65.0pp |
| Annual return | 10.64% | 35.28%-24.6pp | 1712.69%-1702.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $57 | $1,229-95.3% | $1,955-97.1% | $4,300-98.7% |
| Admin fee / account holder | $3,332 | $2,434+36.9% | $2,828+17.8% | $6,925-51.9% |