Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,498 | $75,962-88.8% | $154,108-94.5% | $64,173-86.8% |
| Participation rate | 31.9% | 70.4%-38.5pp | 83.0%-51.1pp | 69.6%-37.6pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $27 | $3,350-99.2% | $5,298-99.5% | $2,381-98.9% |
| Participant deferral / active EE | $968 | $3,175-69.5% | $5,081-80.9% | $3,470-72.1% |
| Admin fee / account holder | $893 | $5,589-84.0% | $13,411-93.3% | $4,887-81.7% |