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 | $26,108 | $108,825-76.0% | $156,181-83.3% | $82,448-68.3% |
| Participation rate | 35.7% | 72.4%-36.7pp | 78.8%-43.1pp | 68.1%-32.4pp |
| Annual return | 13.93% | 20.59%-6.7pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $50 | $2,870-98.2% | $4,294-98.8% | $2,551-98.0% |
| Participant deferral / active EE | $3,509 | $4,577-23.3% | $6,132-42.8% | $4,139-15.2% |
| Admin fee / account holder | $2,160 | $9,341-76.9% | $14,586-85.2% | $7,234-70.1% |