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 | $28,699 | $105,284-72.7% | $150,734-81.0% | $94,015-69.5% |
| Participation rate | 57.7% | 71.7%-14.0pp | 78.4%-20.8pp | 70.8%-13.1pp |
| Annual return | 17.42% | 15.67%+1.7pp | 600.81%-583.4pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,641 | $4,274-38.2% | $5,610-52.9% | $4,249-37.9% |
| Admin fee / account holder | $1,638 | $9,839-83.3% | $14,905-89.0% | $8,951-81.7% |