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 | $9,830 | $45,566-78.4% | $64,105-84.7% | $59,633-83.5% |
| Participation rate | 31.5% | 60.2%-28.7pp | 68.2%-36.7pp | 68.7%-37.2pp |
| Annual return | 15.99% | 4.95%+11.0pp | 791.24%-775.3pp | 2041.45%-2025.5pp |
| Employer contribution / active EE | $129 | $934-86.2% | $1,820-92.9% | $2,203-94.2% |
| Participant deferral / active EE | $1,081 | $2,057-47.4% | $2,822-61.7% | $3,192-66.1% |
| Admin fee / account holder | $2,095 | $3,268-35.9% | $4,499-53.4% | $4,297-51.3% |