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 | $2,540 | $97,125-97.4% | $86,233-97.1% | $137,256-98.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 11.66% | 74.19%-62.5pp | 61.39%-49.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,789 | $5,180-65.5% | $4,559-60.8% | $6,407-72.1% |
| Admin fee / account holder | $4,112 | $9,725-57.7% | $8,342-50.7% | $12,270-66.5% |