Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,618 | $113,338-95.9% | $94,993-95.1% | $147,586-96.9% |
| Participation rate | 68.8% | 78.0%-9.2pp | 73.9%-5.1pp | 82.8%-14.1pp |
| Annual return | 5.81% | 20.80%-15.0pp | 27.14%-21.3pp | 578.59%-572.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $613 | $3,777-83.8% | $3,317-81.5% | $5,439-88.7% |
| Admin fee / account holder | $6,278 | $6,063+3.6% | $4,960+26.6% | $10,886-42.3% |