Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,250 | $58,493-70.5% | $84,021-79.5% | $72,975-76.4% |
| Participation rate | 69.1% | 61.2%+7.9pp | 69.0%+0.1pp | 69.5%-0.4pp |
| Annual return | 21.56% | 28.93%-7.4pp | 71.32%-49.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $72 | $1,163-93.8% | $1,984-96.4% | $2,440-97.0% |
| Participant deferral / active EE | $2,204 | $2,394-7.9% | $3,239-32.0% | $3,608-38.9% |
| Admin fee / account holder | $5,274 | $4,569+15.4% | $6,102-13.6% | $5,124+2.9% |