Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer 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 | $8 | $73,518-100.0% | $63,005-100.0% | $147,585-100.0% |
| Participation rate | 21.4% | 77.9%-56.4pp | 74.8%-53.4pp | 82.8%-61.4pp |
| Annual return | 10.33% | 175.46%-165.1pp | 87.59%-77.3pp | 578.58%-568.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $741 | $4,183-82.3% | $3,329-77.7% | $5,439-86.4% |
| Admin fee / account holder | $29,772 | $5,952+400.2% | $3,599+727.1% | $10,886+173.5% |