Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,907 | $65,434-86.4% | $98,483-91.0% | $85,847-89.6% |
| Participation rate | 26.5% | 65.0%-38.5pp | 73.3%-46.9pp | 69.3%-42.8pp |
| Annual return | 22.04% | 21.75%+0.3pp | 1494.38%-1472.3pp | 318.61%-296.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,125 | $3,168-64.5% | $4,276-73.7% | $3,952-71.5% |
| Admin fee / account holder | $400 | $4,595-91.3% | $5,953-93.3% | $6,261-93.6% |