Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,032 | $105,200-89.5% | $159,474-93.1% | $85,847-87.1% |
| Participation rate | 47.7% | 75.8%-28.1pp | 82.8%-35.1pp | 69.3%-21.6pp |
| Annual return | 30.91% | 45.08%-14.2pp | 263.68%-232.8pp | 318.61%-287.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,997 | $5,946-49.6% | $7,353-59.2% | $3,952-24.2% |
| Admin fee / account holder | $2,186 | $6,934-68.5% | $10,802-79.8% | $6,261-65.1% |