Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,655 | $41,150-86.3% | $80,627-93.0% | $71,511-92.1% |
| Participation rate | 27.4% | 50.3%-22.9pp | 67.0%-39.6pp | 67.9%-40.5pp |
| Annual return | 20.46% | 38.48%-18.0pp | 936.76%-916.3pp | 28.86%-8.4pp |
| Employer contribution / active EE | $96 | $1,515-93.7% | $2,723-96.5% | $2,589-96.3% |
| Participant deferral / active EE | $681 | $2,701-74.8% | $4,443-84.7% | $4,291-84.1% |
| Admin fee / account holder | $331 | $1,841-82.0% | $5,381-93.8% | $1,588-79.1% |