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 | $8,526 | $77,449-89.0% | $69,483-87.7% | $152,909-94.4% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.5%-24.1pp |
| Annual return | 19.00% | 39.09%-20.1pp | 28.99%-10.0pp | 345.46%-326.5pp |
| Employer contribution / active EE | $390 | $3,316-88.2% | $2,780-86.0% | $4,764-91.8% |
| Participant deferral / active EE | $2,721 | $4,415-38.4% | $3,537-23.1% | $5,851-53.5% |
| Admin fee / account holder | $4,479 | $6,210-27.9% | $3,841+16.6% | $11,601-61.4% |