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 | $11,337 | $138,076-91.8% | $123,553-90.8% | $135,380-91.6% |
| Participation rate | 7.7% | 84.7%-77.0pp | 82.3%-74.6pp | 82.6%-74.9pp |
| Annual return | 2.27% | 153.70%-151.4pp | 119.21%-116.9pp | 519.81%-517.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,479 | $6,800-63.5% | $6,426-61.4% | $5,609-55.8% |
| Admin fee / account holder | $94,904 | $10,917+769.3% | $9,284+922.2% | $10,828+776.5% |