Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,663 | $39,132-85.5% | $57,196-90.1% | $62,881-91.0% |
| Participation rate | 33.8% | 70.5%-36.7pp | 75.3%-41.6pp | 69.3%-35.5pp |
| Annual return | 29.71% | 9.24%+20.5pp | 14.59%+15.1pp | 20.14%+9.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $972 | $2,374-59.0% | $3,096-68.6% | $3,203-69.6% |
| Admin fee / account holder | $581 | $2,594-77.6% | $3,141-81.5% | $4,296-86.5% |