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 | $28,619 | $199,109-85.6% | $173,730-83.5% | $154,746-81.5% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.6%-25.0pp | 80.7%-26.2pp |
| Annual return | 14.26% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $327 | $5,311-93.8% | $4,577-92.9% | $4,379-92.5% |
| Participant deferral / active EE | $3,255 | $7,113-54.2% | $6,326-48.6% | $6,730-51.6% |
| Admin fee / account holder | $9,164 | $20,916-56.2% | $17,523-47.7% | $14,365-36.2% |