Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,011 | $108,285-97.2% | $77,552-96.1% | $158,982-98.1% |
| Participation rate | 17.6% | 64.4%-46.8pp | 54.2%-36.5pp | 82.0%-64.3pp |
| Annual return | 8.52% | 31.69%-23.2pp | 54.82%-46.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $544 | $2,455-77.8% | $1,861-70.8% | $5,983-90.9% |
| Admin fee / account holder | $3,124 | $3,709-15.8% | $2,859+9.3% | $11,252-72.2% |