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 | $1,687 | $72,071-97.7% | $68,368-97.5% | $137,256-98.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $10 | $2,788-99.6% | $2,649-99.6% | $4,156-99.8% |
| Participant deferral / active EE | $628 | $4,410-85.8% | $4,123-84.8% | $6,407-90.2% |
| Admin fee / account holder | $369 | $5,336-93.1% | $5,150-92.8% | $12,270-97.0% |