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.
Participant 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 | $349 | $76,634-99.5% | $56,054-99.4% | $145,978-99.8% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 3335.04% | 3004.33%+330.7pp | 1705.95%+1629.1pp | 550.52%+2784.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $101 | $2,622-96.2% | $1,952-94.8% | $6,690-98.5% |
| Admin fee / account holder | $1,109 | $3,321-66.6% | $2,822-60.7% | $13,400-91.7% |