Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,390 | $100,147-93.6% | $81,286-92.1% | $145,877-95.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 10.91% | 34.44%-23.5pp | 24.80%-13.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,479 | $4,607-67.9% | $3,883-61.9% | $6,691-77.9% |
| Admin fee / account holder | $4,391 | $8,201-46.5% | $5,764-23.8% | $13,402-67.2% |