Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,776 | $87,166-96.8% | $76,735-96.4% | $137,256-98.0% |
| Participation rate | 61.1% | 74.4%-13.2pp | 69.5%-8.4pp | 80.0%-18.8pp |
| Annual return | 20.08% | 26.50%-6.4pp | 29.77%-9.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,334 | $4,726-50.6% | $4,088-42.9% | $6,407-63.6% |
| Admin fee / account holder | $1,411 | $8,403-83.2% | $7,189-80.4% | $12,270-88.5% |