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 | $8,755 | $39,798-78.0% | $67,704-87.1% | $59,633-85.3% |
| Participation rate | 36.8% | 57.4%-20.6pp | 67.5%-30.8pp | 68.7%-31.9pp |
| Annual return | 48.44% | 89.94%-41.5pp | 25.41%+23.0pp | 2041.45%-1993.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,610 | $2,335+11.8% | $3,585-27.2% | $3,192-18.2% |
| Admin fee / account holder | $303 | $3,212-90.6% | $4,255-92.9% | $4,297-93.0% |