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 | $11,582 | $75,832-84.7% | $147,618-92.2% | $59,633-80.6% |
| Participation rate | 67.3% | 71.6%-4.3pp | 84.6%-17.3pp | 68.7%-1.4pp |
| Annual return | -2.51% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,173 | $3,131-30.6% | $4,895-55.6% | $3,192-31.9% |
| Admin fee / account holder | $356 | $5,986-94.1% | $11,612-96.9% | $4,297-91.7% |