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 | $4,681 | $69,541-93.3% | $59,899-92.2% | $135,380-96.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -4.49% | 7.95%-12.4pp | 3.46%-7.9pp | 519.81%-524.3pp |
| Employer contribution / active EE | $333 | $3,236-89.7% | $2,723-87.8% | $4,779-93.0% |
| Participant deferral / active EE | $967 | $4,206-77.0% | $3,402-71.6% | $5,609-82.8% |
| Admin fee / account holder | $9,511 | $5,737+65.8% | $3,592+164.8% | $10,828-12.2% |