Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,741 | $110,410-95.7% | $102,437-95.4% | $145,897-96.8% |
| Participation rate | 22.7% | 77.9%-55.2pp | 74.5%-51.8pp | 80.3%-57.6pp |
| Annual return | 9.42% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,748 | $5,622-51.1% | $5,060-45.7% | $6,689-58.9% |
| Admin fee / account holder | $9,914 | $9,745+1.7% | $8,388+18.2% | $13,390-26.0% |