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 | $15,033 | $234,190-93.6% | $180,320-91.7% | $198,609-92.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.5%-4.9pp | 82.4%-15.7pp |
| Annual return | 15.37% | 1057.44%-1042.1pp | 778.54%-763.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $1 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,673 | $4,988-26.4% | $4,304-14.7% | $6,977-47.4% |
| Admin fee / account holder | $2,356 | $12,558-81.2% | $10,000-76.4% | $19,030-87.6% |