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 | $3,191 | $57,073-94.4% | $85,126-96.3% | $80,925-96.1% |
| Participation rate | 68.8% | 56.4%+12.4pp | 67.5%+1.2pp | 67.7%+1.1pp |
| Annual return | 12.72% | 21.69%-9.0pp | 66.63%-53.9pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $983 | $3,113-68.4% | $4,523-78.3% | $4,299-77.1% |
| Admin fee / account holder | $1,868 | $4,988-62.5% | $6,160-69.7% | $6,940-73.1% |