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 | $10,346 | $75,959-86.4% | $154,114-93.3% | $64,181-83.9% |
| Participation rate | 31.3% | 70.4%-39.2pp | 83.0%-51.8pp | 69.6%-38.3pp |
| Annual return | 19.09% | 30.32%-11.2pp | 735.16%-716.1pp | 7.63%+11.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $975 | $3,175-69.3% | $5,081-80.8% | $3,470-71.9% |
| Admin fee / account holder | $1,939 | $5,589-65.3% | $13,411-85.5% | $4,887-60.3% |