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 | $5,710 | $78,690-92.7% | $161,489-96.5% | $87,485-93.5% |
| Participation rate | 54.3% | 67.5%-13.2pp | 78.7%-24.4pp | 68.9%-14.6pp |
| Annual return | 22.35% | 32.74%-10.4pp | 89.72%-67.4pp | 26.06%-3.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,856 | $3,311-43.9% | $5,630-67.0% | $4,274-56.6% |
| Admin fee / account holder | $546 | $6,724-91.9% | $16,006-96.6% | $7,775-93.0% |