Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,898 | $97,125-96.0% | $86,233-95.5% | $137,256-97.2% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.0%-7.5pp | 80.0%-18.4pp |
| Annual return | 13.98% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $186 | $2,841-93.4% | $2,504-92.6% | $4,156-95.5% |
| Participant deferral / active EE | $1,007 | $5,180-80.6% | $4,559-77.9% | $6,407-84.3% |
| Admin fee / account holder | $2,355 | $9,725-75.8% | $8,342-71.8% | $12,270-80.8% |