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 | $9,418 | $70,684-86.7% | $169,390-94.4% | $75,173-87.5% |
| Participation rate | 57.1% | 64.8%-7.7pp | 77.2%-20.0pp | 67.2%-10.1pp |
| Annual return | 17.96% | 36.38%-18.4pp | 406.07%-388.1pp | 160.72%-142.8pp |
| Employer contribution / active EE | $327 | $2,211-85.2% | $4,013-91.9% | $2,671-87.8% |
| Participant deferral / active EE | $1,642 | $4,310-61.9% | $6,222-73.6% | $4,126-60.2% |
| Admin fee / account holder | $2,476 | $5,404-54.2% | $9,015-72.5% | $5,651-56.2% |