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 | $5,711 | $95,406-94.0% | $185,849-96.9% | $85,847-93.3% |
| Participation rate | 46.9% | 68.8%-21.8pp | 81.7%-34.8pp | 69.3%-22.4pp |
| Annual return | 17.09% | 23.59%-6.5pp | 122.10%-105.0pp | 318.61%-301.5pp |
| Employer contribution / active EE | $250 | $3,314-92.4% | $5,169-95.2% | $2,565-90.2% |
| Participant deferral / active EE | $1,092 | $3,424-68.1% | $5,569-80.4% | $3,952-72.4% |
| Admin fee / account holder | $413 | $7,214-94.3% | $16,244-97.5% | $6,261-93.4% |