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 | $9,618 | $62,672-84.7% | $185,117-94.8% | $70,131-86.3% |
| Participation rate | 32.8% | 63.8%-31.0pp | 77.3%-44.5pp | 69.5%-36.8pp |
| Annual return | 57.99% | 40.79%+17.2pp | 40.50%+17.5pp | 73.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,020 | $3,272-38.3% | $5,045-60.0% | $3,332-39.4% |
| Admin fee / account holder | $1,409 | $3,932-64.2% | $8,159-82.7% | $4,645-69.7% |