Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,281 | $185,312-97.7% | $161,489-97.3% | $154,746-97.2% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 17.40% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,041 | $6,350-52.1% | $5,630-46.0% | $6,730-54.8% |
| Admin fee / account holder | $5,306 | $18,654-71.6% | $16,006-66.8% | $14,365-63.1% |