Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,246 | $114,013-98.9% | $103,693-98.8% | $155,188-99.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 80.8%-60.8pp |
| Annual return | 12.98% | 49.31%-36.3pp | 47.61%-34.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,402 | $4,970-51.7% | $4,579-47.5% | $6,531-63.2% |
| Admin fee / account holder | $13,796 | $8,407+64.1% | $7,858+75.6% | $14,480-4.7% |