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 | $3,586 | $70,121-94.9% | $63,803-94.4% | $138,895-97.4% |
| Participation rate | 20.0% | 77.2%-57.2pp | 72.7%-52.7pp | 79.9%-59.9pp |
| Annual return | 15.25% | 946.48%-931.2pp | 543.72%-528.5pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,501 | $4,535-66.9% | $3,843-60.9% | $6,396-76.5% |
| Admin fee / account holder | $724 | $6,738-89.3% | $5,196-86.1% | $12,562-94.2% |