Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,397 | $52,279-83.9% | $89,435-90.6% | $79,856-89.5% |
| Participation rate | 20.6% | 57.5%-36.9pp | 68.0%-47.3pp | 69.6%-49.0pp |
| Annual return | 31.44% | 22.16%+9.3pp | 245.55%-214.1pp | 31.71%-0.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,781 | $2,740-35.0% | $3,890-54.2% | $3,741-52.4% |
| Admin fee / account holder | $307 | $3,356-90.8% | $4,884-93.7% | $5,306-94.2% |