Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,968 | $51,207-96.2% | $70,565-97.2% | $75,177-97.4% |
| Participation rate | 65.4% | 61.0%+4.4pp | 68.4%-3.0pp | 67.2%-1.8pp |
| Annual return | 30.92% | 30.05%+0.9pp | 32.79%-1.9pp | 160.75%-129.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $993 | $2,850-65.2% | $4,568-78.3% | $4,126-75.9% |
| Admin fee / account holder | $351 | $4,097-91.4% | $6,430-94.5% | $5,651-93.8% |