Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,220 | $171,867-80.7% | $149,721-77.8% | $147,586-77.5% |
| Participation rate | 65.0% | 88.2%-23.2pp | 87.1%-22.1pp | 82.8%-17.8pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $441 | $6,275-93.0% | $5,444-91.9% | $4,876-90.9% |
| Participant deferral / active EE | $3,373 | $7,270-53.6% | $6,568-48.7% | $5,439-38.0% |
| Admin fee / account holder | $2,176 | $13,799-84.2% | $11,282-80.7% | $10,886-80.0% |