Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,432 | $99,995-97.6% | $85,063-97.1% | $145,978-98.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.88% | 83.99%-73.1pp | 66.54%-55.7pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,088 | $5,295-79.5% | $4,523-76.0% | $6,690-83.7% |
| Admin fee / account holder | $1,550 | $7,255-78.6% | $6,155-74.8% | $13,400-88.4% |