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 | $7,628 | $57,828-86.8% | $117,039-93.5% | $70,126-89.1% |
| Participation rate | 48.1% | 67.1%-19.0pp | 77.2%-29.0pp | 69.5%-21.4pp |
| Annual return | 16.81% | 17.55%-0.7pp | 18.95%-2.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $147 | $1,816-91.9% | $3,785-96.1% | $2,343-93.7% |
| Participant deferral / active EE | $1,819 | $2,438-25.4% | $3,929-53.7% | $3,332-45.4% |
| Admin fee / account holder | $338 | $3,548-90.5% | $5,974-94.3% | $4,645-92.7% |