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 | $3,810 | $135,956-97.2% | $123,894-96.9% | $273,972-98.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 81.58% | 56.63%+25.0pp | 47.52%+34.1pp | 41.46%+40.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,697 | $6,343-41.7% | $5,984-38.2% | $5,287-30.1% |
| Admin fee / account holder | $559 | $9,817-94.3% | $8,357-93.3% | $10,133-94.5% |