Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $332 | $112,933-99.7% | $90,970-99.6% | $158,982-99.8% |
| Participation rate | 7.1% | 74.7%-67.6pp | 69.0%-61.9pp | 82.0%-74.8pp |
| Annual return | 6.76% | 215.82%-209.1pp | 134.60%-127.8pp | 302.99%-296.2pp |
| Employer contribution / active EE | $321 | $2,893-88.9% | $2,122-84.9% | $4,763-93.3% |
| Participant deferral / active EE | $3,873 | $4,128-6.2% | $3,373+14.8% | $5,983-35.3% |
| Admin fee / account holder | $2,013,727 | $8,047+24925.5% | $5,961+33682.1% | $11,252+17797.3% |