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 | $5,675 | $77,817-92.7% | $123,553-95.4% | $64,173-91.2% |
| Participation rate | 8.9% | 74.7%-65.8pp | 82.3%-73.4pp | 69.6%-60.7pp |
| Annual return | 773.69% | 12.49%+761.2pp | 119.21%+654.5pp | 7.63%+766.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $627 | $5,240-88.0% | $6,426-90.2% | $3,470-81.9% |
| Admin fee / account holder | $12,980 | $5,519+135.2% | $9,284+39.8% | $4,887+165.6% |