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 | $6,126 | $118,496-94.8% | $98,461-93.8% | $139,466-95.6% |
| Participation rate | 28.6% | 77.5%-48.9pp | 75.2%-46.6pp | 80.3%-51.8pp |
| Annual return | 116.96% | 18.96%+98.0pp | 21.17%+95.8pp | 373.66%-256.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,714 | $5,393-68.2% | $4,738-63.8% | $6,712-74.5% |
| Admin fee / account holder | $506 | $14,056-96.4% | $8,961-94.4% | $11,409-95.6% |