Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,508 | $70,435-82.2% | $96,575-87.0% | $85,856-85.4% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 11.07% | 18.59%-7.5pp | 37.79%-26.7pp | 318.58%-307.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,324 | $2,894-54.3% | $3,849-65.6% | $3,952-66.5% |
| Admin fee / account holder | $1,374 | $4,997-72.5% | $6,182-77.8% | $6,261-78.1% |