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.
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 | $743 | $29,716-97.5% | $56,077-98.7% | $80,925-99.1% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 20.92% | 35.30%-14.4pp | 1709.28%-1688.4pp | 35.65%-14.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $324 | $1,228-73.6% | $1,954-83.4% | $4,299-92.5% |
| Admin fee / account holder | $6,141 | $2,432+152.5% | $2,825+117.4% | $6,940-11.5% |