Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,448 | $89,370-87.2% | $141,197-91.9% | $72,976-84.3% |
| Participation rate | 30.8% | 75.1%-44.4pp | 82.5%-51.7pp | 69.5%-38.7pp |
| Annual return | 167.53% | 111.88%+55.7pp | 71.41%+96.1pp | 81.02%+86.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,602 | $5,419-52.0% | $6,710-61.2% | $3,608-27.9% |
| Admin fee / account holder | $1,506 | $5,957-74.7% | $10,265-85.3% | $5,124-70.6% |