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 | $1,368 | $48,118-97.2% | $136,833-99.0% | $94,015-98.5% |
| Participation rate | 57.8% | 47.4%+10.4pp | 59.0%-1.2pp | 70.8%-13.0pp |
| Annual return | 27.15% | 14.65%+12.5pp | 35.32%-8.2pp | 17.84%+9.3pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,689 | $1,651+2.3% | $2,441-30.8% | $4,249-60.3% |
| Admin fee / account holder | $477 | $3,059-84.4% | $4,706-89.9% | $8,951-94.7% |