Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,545 | $84,236-95.8% | $170,435-97.9% | $70,126-94.9% |
| Participation rate | 31.5% | 70.8%-39.3pp | 83.6%-52.1pp | 69.5%-38.1pp |
| Annual return | 17.70% | 23.06%-5.4pp | 205.94%-188.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $12 | $3,387-99.7% | $5,432-99.8% | $2,343-99.5% |
| Participant deferral / active EE | $950 | $3,086-69.2% | $4,939-80.8% | $3,332-71.5% |
| Admin fee / account holder | $356 | $5,698-93.7% | $13,881-97.4% | $4,645-92.3% |