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 | $11,280 | $105,623-89.3% | $87,502-87.1% | $273,972-95.9% |
| Participation rate | 13.6% | 78.2%-64.6pp | 73.8%-60.2pp | 83.0%-69.4pp |
| Annual return | 8.36% | 12.26%-3.9pp | 12.21%-3.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $356 | $3,601-90.1% | $3,149-88.7% | $5,287-93.3% |
| Admin fee / account holder | $1,476 | $4,781-69.1% | $4,221-65.0% | $10,133-85.4% |