Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,177 | $49,976-97.6% | $66,674-98.2% | $82,637-98.6% |
| Participation rate | 28.1% | 63.1%-35.0pp | 73.7%-45.5pp | 68.1%-39.9pp |
| Annual return | 44.37% | 39.09%+5.3pp | 321.24%-276.9pp | 53.51%-9.1pp |
| Employer contribution / active EE | $40 | $1,988-98.0% | $2,620-98.5% | $2,552-98.4% |
| Participant deferral / active EE | $788 | $2,847-72.3% | $4,084-80.7% | $4,126-80.9% |
| Admin fee / account holder | $1,560 | $4,594-66.0% | $5,098-69.4% | $7,339-78.7% |