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 | $2,508 | $124,175-98.0% | $108,405-97.7% | $167,536-98.5% |
| Participation rate | 61.1% | 82.3%-21.2pp | 80.1%-19.0pp | 82.1%-21.0pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,371 | $6,908-65.7% | $6,563-63.9% | $6,342-62.6% |
| Admin fee / account holder | $672 | $9,457-92.9% | $7,297-90.8% | $12,315-94.5% |