Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,864 | $27,924-93.3% | $58,544-96.8% | $75,181-97.5% |
| Participation rate | 51.2% | 38.8%+12.3pp | 50.9%+0.3pp | 67.2%-16.0pp |
| Annual return | 34.70% | 44.20%-9.5pp | 4249.56%-4214.9pp | 160.69%-126.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,717 | $1,202+42.9% | $1,923-10.7% | $4,126-58.4% |
| Admin fee / account holder | $447 | $1,726-74.1% | $2,520-82.3% | $5,650-92.1% |