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 | $12,246 | $60,454-79.7% | $81,844-85.0% | $74,459-83.6% |
| Participation rate | 39.7% | 63.0%-23.3pp | 72.4%-32.7pp | 67.2%-27.5pp |
| Annual return | 47.87% | 16.87%+31.0pp | 778.87%-731.0pp | 1369.70%-1321.8pp |
| Employer contribution / active EE | $11 | $2,630-99.6% | $2,916-99.6% | $2,626-99.6% |
| Participant deferral / active EE | $2,640 | $3,398-22.3% | $4,323-38.9% | $4,350-39.3% |
| Admin fee / account holder | $1,443 | $1,490-3.2% | $7,355-80.4% | $1,945-25.8% |