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 | $12,435 | $88,707-86.0% | $74,184-83.2% | $273,972-95.5% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 5.86% | 11.94%-6.1pp | 17.74%-11.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,318 | $4,212-68.7% | $3,550-62.9% | $5,287-75.1% |
| Admin fee / account holder | $364 | $8,717-95.8% | $5,586-93.5% | $10,133-96.4% |