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 | $11,132 | $115,796-90.4% | $101,264-89.0% | $158,950-93.0% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 10.21% | 56.15%-45.9pp | 46.48%-36.3pp | 302.91%-292.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,951 | $4,958-60.6% | $4,370-55.4% | $5,983-67.4% |
| Admin fee / account holder | $4,138 | $7,247-42.9% | $5,947-30.4% | $11,248-63.2% |