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 | $10,118 | $172,111-94.1% | $150,298-93.3% | $137,256-92.6% |
| Participation rate | 34.8% | 81.7%-46.9pp | 77.8%-43.0pp | 80.0%-45.2pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,756 | $6,166-71.5% | $5,453-67.8% | $6,407-72.6% |
| Admin fee / account holder | $1,213 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |