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 | $8,060 | $65,704-87.7% | $94,229-91.4% | $59,633-86.5% |
| Participation rate | 29.4% | 72.1%-42.7pp | 78.8%-49.4pp | 68.7%-39.3pp |
| Annual return | 0.89% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,604 | $3,143-49.0% | $4,320-62.9% | $3,192-49.7% |
| Admin fee / account holder | $1,754 | $4,265-58.9% | $6,269-72.0% | $4,297-59.2% |