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 | $10,047 | $111,814-91.0% | $103,378-90.3% | $145,978-93.1% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 11.65% | 24.80%-13.1pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $12 | $4,215-99.7% | $3,870-99.7% | $4,662-99.7% |
| Participant deferral / active EE | $1,621 | $5,618-71.1% | $5,058-67.9% | $6,690-75.8% |
| Admin fee / account holder | $547 | $9,764-94.4% | $8,401-93.5% | $13,400-95.9% |