Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,061 | $77,920-90.9% | $149,723-95.3% | $75,177-90.6% |
| Participation rate | 23.7% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.5pp |
| Annual return | 53.06% | 31.72%+21.3pp | 134.50%-81.4pp | 160.75%-107.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,474 | $3,411-56.8% | $5,682-74.1% | $4,126-64.3% |
| Admin fee / account holder | $810 | $5,951-86.4% | $13,215-93.9% | $5,651-85.7% |