Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,583 | $46,688-83.8% | $189,758-96.0% | $69,733-89.1% |
| Participation rate | 4.4% | 61.7%-57.3pp | 79.8%-75.4pp | 62.5%-58.0pp |
| Annual return | 18.59% | 14.35%+4.2pp | 52.62%-34.0pp | 15.22%+3.4pp |
| Employer contribution / active EE | $116 | $1,695-93.1% | $4,767-97.6% | $2,250-94.8% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,297 | $1,700-23.7% | $20,388-93.6% | $3,102-58.2% |