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 | $11,263 | $52,581-78.6% | $130,788-91.4% | $64,340-82.5% |
| Participation rate | 18.2% | 46.5%-28.4pp | 70.1%-51.9pp | 55.2%-37.1pp |
| Annual return | 13.58% | 20.39%-6.8pp | 386.44%-372.9pp | 24.14%-10.6pp |
| Employer contribution / active EE | $116 | $1,031-88.7% | $3,558-96.7% | $1,862-93.8% |
| Participant deferral / active EE | $777 | $2,200-64.7% | $4,137-81.2% | $2,980-73.9% |
| Admin fee / account holder | $1,763 | $4,583-61.5% | $6,673-73.6% | $3,703-52.4% |