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 | $1,559 | $174,379-99.1% | $152,093-99.0% | $138,895-98.9% |
| Participation rate | 68.8% | 81.6%-12.9pp | 77.8%-9.0pp | 79.9%-11.2pp |
| Annual return | 23.29% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,579 | $6,159-41.9% | $5,451-34.4% | $6,396-44.1% |
| Admin fee / account holder | $5,811 | $16,880-65.6% | $14,497-59.9% | $12,562-53.7% |