Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,601 | $129,737-91.1% | $119,126-90.3% | $154,746-92.5% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 10.09% | 379.08%-369.0pp | 282.11%-272.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $173 | $4,375-96.0% | $4,034-95.7% | $4,379-96.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,972 | $11,961-33.4% | $10,693-25.5% | $14,365-44.5% |