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 | $1,177 | $61,125-98.1% | $94,057-98.7% | $87,485-98.7% |
| Participation rate | 28.1% | 64.1%-35.9pp | 73.3%-45.2pp | 68.9%-40.8pp |
| Annual return | 44.37% | 35.20%+9.2pp | 480.62%-436.3pp | 26.06%+18.3pp |
| Employer contribution / active EE | $40 | $2,136-98.1% | $2,933-98.6% | $2,596-98.4% |
| Participant deferral / active EE | $788 | $3,260-75.8% | $4,709-83.3% | $4,274-81.6% |
| Admin fee / account holder | $1,560 | $5,629-72.3% | $7,244-78.5% | $7,775-79.9% |