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 | $10,596 | $190,879-94.4% | $160,009-93.4% | $134,532-92.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -14.83% | 552.63%-567.5pp | 408.85%-423.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $291 | $4,995-94.2% | $4,225-93.1% | $4,741-93.9% |
| Participant deferral / active EE | $2,595 | $6,924-62.5% | $6,183-58.0% | $6,401-59.5% |
| Admin fee / account holder | $3,629 | $10,495-65.4% | $8,715-58.4% | $11,429-68.2% |