Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,946 | $98,776-92.0% | $149,745-94.7% | $79,856-90.0% |
| Participation rate | 51.0% | 75.8%-24.8pp | 82.5%-31.5pp | 69.6%-18.7pp |
| Annual return | 38.77% | 27.38%+11.4pp | 276.72%-237.9pp | 31.71%+7.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,739 | $5,681-51.8% | $6,843-60.0% | $3,741-26.8% |
| Admin fee / account holder | $1,266 | $6,053-79.1% | $9,312-86.4% | $5,306-76.1% |