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 | $5,931 | $95,415-93.8% | $185,851-96.8% | $85,851-93.1% |
| Participation rate | 18.5% | 68.8%-50.2pp | 81.7%-63.2pp | 69.3%-50.8pp |
| Annual return | 19.53% | 23.59%-4.1pp | 122.11%-102.6pp | 318.63%-299.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,176 | $3,424-65.6% | $5,569-78.9% | $3,952-70.2% |
| Admin fee / account holder | $647 | $7,215-91.0% | $16,245-96.0% | $6,261-89.7% |