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.
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 | $666 | $110,551-99.4% | $80,741-99.2% | $167,518-99.6% |
| Participation rate | 5.6% | 64.0%-58.4pp | 54.2%-48.6pp | 82.1%-76.6pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $18 | $1,543-98.8% | $1,160-98.5% | $4,838-99.6% |
| Participant deferral / active EE | $37 | $2,870-98.7% | $2,145-98.3% | $6,342-99.4% |
| Admin fee / account holder | $365 | $4,547-92.0% | $3,380-89.2% | $12,312-97.0% |