Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,595 | $103,038-97.5% | $90,324-97.1% | $152,909-98.3% |
| Participation rate | 29.2% | 75.9%-46.7pp | 73.3%-44.1pp | 82.5%-53.3pp |
| Annual return | 118.08% | 95.25%+22.8pp | 78.15%+39.9pp | 345.46%-227.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,055 | $4,282-75.4% | $3,885-72.9% | $5,851-82.0% |
| Admin fee / account holder | $4,967 | $6,177-19.6% | $5,356-7.3% | $11,601-57.2% |