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.
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 | $178 | $108,685-99.8% | $74,719-99.8% | $152,885-99.9% |
| Participation rate | 11.1% | 65.3%-54.2pp | 54.5%-43.4pp | 82.5%-71.3pp |
| Annual return | 1.12% | 114.09%-113.0pp | 753.05%-751.9pp | 345.39%-344.3pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $119 | $2,712-95.6% | $1,963-94.0% | $5,851-98.0% |
| Admin fee / account holder | $2,193 | $4,905-55.3% | $3,334-34.2% | $11,598-81.1% |