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 | $10,962 | $85,171-87.1% | $172,753-93.7% | $72,976-85.0% |
| Participation rate | 27.9% | 70.1%-42.2pp | 82.6%-54.7pp | 69.5%-41.6pp |
| Annual return | 20.93% | 27.32%-6.4pp | 803.00%-782.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $73 | $3,324-97.8% | $5,144-98.6% | $2,440-97.0% |
| Participant deferral / active EE | $934 | $3,260-71.4% | $5,198-82.0% | $3,608-74.1% |
| Admin fee / account holder | $1,356 | $5,880-76.9% | $13,956-90.3% | $5,124-73.5% |