Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
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 | $402 | $90,320-99.6% | $59,496-99.3% | $125,389-99.7% |
| Participation rate | 17.6% | 68.3%-50.6pp | 54.6%-36.9pp | 83.2%-65.5pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $89 | $1,792-95.0% | $1,153-92.2% | $4,866-98.2% |
| Participant deferral / active EE | $164 | $2,716-93.9% | $1,829-91.0% | $5,352-96.9% |
| Admin fee / account holder | $619 | $3,063-79.8% | $2,232-72.3% | $9,541-93.5% |