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 | $2,640 | $174,018-98.5% | $136,833-98.1% | $198,609-98.7% |
| Participation rate | 21.4% | 65.1%-43.7pp | 59.0%-37.6pp | 82.4%-60.9pp |
| Annual return | 9.83% | 35.16%-25.3pp | 35.32%-25.5pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $610 | $2,873-78.8% | $2,441-75.0% | $6,977-91.3% |
| Admin fee / account holder | $900 | $5,434-83.4% | $4,706-80.9% | $19,030-95.3% |