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 | $4,447 | $91,179-95.1% | $178,499-97.5% | $79,852-94.4% |
| Participation rate | 29.7% | 69.2%-39.5pp | 81.9%-52.2pp | 69.6%-40.0pp |
| Annual return | 30.21% | 24.19%+6.0pp | 151.10%-120.9pp | 31.72%-1.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,124 | $3,236-34.4% | $5,202-59.2% | $3,740-43.2% |
| Admin fee / account holder | $474 | $6,749-93.0% | $13,986-96.6% | $5,306-91.1% |