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 | $8,122 | $76,912-89.4% | $129,110-93.7% | $68,495-88.1% |
| Participation rate | 38.8% | 69.1%-30.3pp | 77.3%-38.4pp | 67.9%-29.1pp |
| Annual return | 10.24% | -9.78%+20.0pp | -10.94%+21.2pp | -7.84%+18.1pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,230 | $4,732-52.9% | $6,542-65.9% | $4,028-44.6% |
| Admin fee / account holder | $2,066 | $6,638-68.9% | $14,302-85.6% | $5,403-61.8% |