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 | $9,074 | $150,412-94.0% | $120,574-92.5% | $145,884-93.8% |
| Participation rate | 63.2% | 78.8%-15.6pp | 71.9%-8.8pp | 80.3%-17.1pp |
| Annual return | 16.38% | 154.50%-138.1pp | 107.42%-91.0pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,706 | $6,175-56.2% | $4,996-45.8% | $6,690-59.5% |
| Admin fee / account holder | $343 | $12,224-97.2% | $9,445-96.4% | $13,392-97.4% |