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 | $21,848 | $127,100-82.8% | $105,738-79.3% | $135,382-83.9% |
| Participation rate | 47.1% | 82.7%-35.6pp | 76.3%-29.3pp | 82.6%-35.6pp |
| Annual return | 154.03% | 4.49%+149.5pp | 6.27%+147.8pp | 519.77%-365.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,844 | $5,064+74.6% | $4,080+116.8% | $5,609+57.7% |
| Admin fee / account holder | $18,986 | $9,087+108.9% | $6,913+174.7% | $10,829+75.3% |