Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,935 | $88,815-97.8% | $81,882-97.6% | $145,897-98.7% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 13.11% | 1033.75%-1020.6pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,653 | $4,647-64.4% | $4,323-61.8% | $6,689-75.3% |
| Admin fee / account holder | $824 | $8,434-90.2% | $7,360-88.8% | $13,390-93.8% |