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 | $8,754 | $90,486-90.3% | $78,676-88.9% | $273,972-96.8% |
| Participation rate | 30.4% | 76.5%-46.1pp | 73.6%-43.1pp | 83.0%-52.6pp |
| Annual return | 2.82% | 75.62%-72.8pp | 62.19%-59.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $621 | $3,901-84.1% | $3,517-82.3% | $5,287-88.2% |
| Admin fee / account holder | $11,717 | $5,263+122.6% | $4,510+159.8% | $10,133+15.6% |