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 | $213,785-86.6% | $185,441-84.6% | $155,188-81.6% |
| Participation rate | 54.5% | 83.2%-28.7pp | 80.3%-25.7pp | 80.8%-26.3pp |
| Annual return | 14.26% | 19.97%-5.7pp | 20.16%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $327 | $5,393-93.9% | $4,672-93.0% | $4,248-92.3% |
| Participant deferral / active EE | $3,255 | $6,864-52.6% | $6,152-47.1% | $6,531-50.2% |
| Admin fee / account holder | $9,164 | $21,134-56.6% | $17,890-48.8% | $14,480-36.7% |