Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,844 | $90,486-96.9% | $78,676-96.4% | $273,972-99.0% |
| Participation rate | 29.4% | 76.5%-47.1pp | 73.6%-44.2pp | 83.0%-53.6pp |
| Annual return | 7336.19% | 75.62%+7260.6pp | 62.19%+7274.0pp | 41.46%+7294.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $607 | $3,901-84.4% | $3,517-82.7% | $5,287-88.5% |
| Admin fee / account holder | $41,374 | $5,263+686.1% | $4,510+817.4% | $10,133+308.3% |