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 | $5,115 | $51,606-90.1% | $129,339-96.0% | $80,911-93.7% |
| Participation rate | 20.6% | 57.0%-36.4pp | 69.6%-49.0pp | 67.6%-47.1pp |
| Annual return | 29.87% | 20.76%+9.1pp | 9437.05%-9407.2pp | 35.63%-5.8pp |
| Employer contribution / active EE | $279 | $1,582-82.3% | $4,154-93.3% | $2,756-89.9% |
| Participant deferral / active EE | $775 | $2,669-71.0% | $4,170-81.4% | $4,297-82.0% |
| Admin fee / account holder | $6,128 | $4,310+42.2% | $7,668-20.1% | $6,935-11.6% |