Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,490 | $65,566-76.4% | $86,235-82.0% | $75,177-79.4% |
| Participation rate | 22.5% | 60.5%-38.0pp | 69.0%-46.5pp | 67.2%-44.7pp |
| Annual return | 76.56% | 46.07%+30.5pp | 1170.03%-1093.5pp | 160.75%-84.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,227 | $3,023-59.4% | $3,987-69.2% | $4,126-70.3% |
| Admin fee / account holder | $465 | $5,470-91.5% | $6,856-93.2% | $5,651-91.8% |