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 | $9,570 | $138,102-93.1% | $125,381-92.4% | $134,532-92.9% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -19.54% | 750.73%-770.3pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,425 | $7,801-56.1% | $7,448-54.0% | $6,401-46.5% |
| Admin fee / account holder | $415 | $11,568-96.4% | $10,007-95.9% | $11,429-96.4% |