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 | $12,840 | $60,454-78.8% | $81,844-84.3% | $74,459-82.8% |
| Participation rate | 33.6% | 63.0%-29.3pp | 72.4%-38.7pp | 67.2%-33.6pp |
| Annual return | 25.05% | 16.87%+8.2pp | 778.87%-753.8pp | 1369.70%-1344.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $798 | $3,398-76.5% | $4,323-81.5% | $4,350-81.6% |
| Admin fee / account holder | $642 | $1,490-56.9% | $7,355-91.3% | $1,945-67.0% |