Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,469 | $180,459-88.1% | $154,108-86.1% | $135,380-84.1% |
| Participation rate | 12.5% | 87.4%-74.9pp | 83.0%-70.5pp | 82.6%-70.1pp |
| Annual return | -2.20% | 888.21%-890.4pp | 735.21%-737.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $633 | $6,035-89.5% | $5,298-88.1% | $4,779-86.8% |
| Participant deferral / active EE | $3,063 | $5,806-47.3% | $5,081-39.7% | $5,609-45.4% |
| Admin fee / account holder | $58,233 | $16,145+260.7% | $13,411+334.2% | $10,828+437.8% |