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 | $17,322 | $60,349-71.3% | $74,184-76.7% | $62,881-72.5% |
| Participation rate | 58.5% | 72.7%-14.2pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 6.71% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,414 | $2,856-50.5% | $3,550-60.2% | $3,203-55.9% |
| Admin fee / account holder | $1,465 | $4,261-65.6% | $5,586-73.8% | $4,296-65.9% |