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 | $13,287 | $85,171-84.4% | $172,753-92.3% | $72,976-81.8% |
| Participation rate | 32.4% | 70.1%-37.7pp | 82.6%-50.3pp | 69.5%-37.1pp |
| Annual return | 19.95% | 27.32%-7.4pp | 803.00%-783.0pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,315 | $3,260-59.7% | $5,198-74.7% | $3,608-63.6% |
| Admin fee / account holder | $1,986 | $5,880-66.2% | $13,956-85.8% | $5,124-61.2% |