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 | $9,471 | $45,566-79.2% | $64,105-85.2% | $59,633-84.1% |
| Participation rate | 35.4% | 60.2%-24.8pp | 68.2%-32.8pp | 68.7%-33.3pp |
| Annual return | 51.22% | 4.95%+46.3pp | 791.24%-740.0pp | 2041.45%-1990.2pp |
| Employer contribution / active EE | $38 | $934-96.0% | $1,820-97.9% | $2,203-98.3% |
| Participant deferral / active EE | $1,042 | $2,057-49.4% | $2,822-63.1% | $3,192-67.4% |
| Admin fee / account holder | $1,460 | $3,268-55.3% | $4,499-67.6% | $4,297-66.0% |