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 | $9,806 | $50,972-80.8% | $88,538-88.9% | $72,975-86.6% |
| Participation rate | 46.8% | 63.4%-16.6pp | 68.7%-21.9pp | 69.5%-22.7pp |
| Annual return | 21.91% | 29.62%-7.7pp | 43.64%-21.7pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,266 | $2,230-43.2% | $2,914-56.5% | $3,608-64.9% |
| Admin fee / account holder | $523 | $3,230-83.8% | $4,310-87.9% | $5,124-89.8% |