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 | $11,273 | $85,766-86.9% | $136,297-91.7% | $70,131-83.9% |
| Participation rate | 39.5% | 74.2%-34.6pp | 81.9%-42.4pp | 69.5%-30.0pp |
| Annual return | 85.64% | 31.45%+54.2pp | 5156.16%-5070.5pp | 73.14%+12.5pp |
| Employer contribution / active EE | $149 | $2,966-95.0% | $4,696-96.8% | $2,342-93.7% |
| Participant deferral / active EE | $2,274 | $5,051-55.0% | $6,247-63.6% | $3,332-31.7% |
| Admin fee / account holder | $726 | $5,420-86.6% | $9,244-92.2% | $4,645-84.4% |