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 | $3,373 | $87,546-96.1% | $75,784-95.5% | $125,389-97.3% |
| Participation rate | 41.7% | 80.2%-38.5pp | 75.8%-34.2pp | 83.2%-41.5pp |
| Annual return | -3.74% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,127 | $4,230-73.3% | $3,652-69.1% | $5,352-78.9% |
| Admin fee / account holder | $1,899 | $6,503-70.8% | $5,300-64.2% | $9,541-80.1% |