Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,258 | $57,312-85.6% | $86,617-90.5% | $75,181-89.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 13.61% | 2672.78%-2659.2pp | 591.91%-578.3pp | 160.69%-147.1pp |
| Employer contribution / active EE | $267 | $2,315-88.5% | $3,023-91.2% | $2,671-90.0% |
| Participant deferral / active EE | $1,252 | $3,319-62.3% | $4,437-71.8% | $4,126-69.7% |
| Admin fee / account holder | $1,238 | $4,114-69.9% | $5,613-77.9% | $5,650-78.1% |