Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,322 | $126,519-87.9% | $106,201-85.6% | $145,959-89.5% |
| Participation rate | 61.5% | 77.7%-16.1pp | 75.3%-13.8pp | 80.3%-18.7pp |
| Annual return | 12.23% | 225.10%-212.9pp | 116.26%-104.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,183 | $5,716-61.8% | $5,012-56.4% | $6,689-67.4% |
| Admin fee / account holder | $2,612 | $17,312-84.9% | $11,039-76.3% | $13,398-80.5% |