Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,652 | $77,814-94.0% | $158,223-97.1% | $86,983-94.7% |
| Participation rate | 69.0% | 68.4%+0.5pp | 79.2%-10.2pp | 69.5%-0.6pp |
| Annual return | 17.11% | 30.54%-13.4pp | 52.09%-35.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $954 | $3,270-70.8% | $5,467-82.6% | $4,194-77.3% |
| Admin fee / account holder | $472 | $5,879-92.0% | $16,047-97.1% | $7,856-94.0% |