Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,160 | $48,432-68.7% | $121,210-87.5% | $71,529-78.8% |
| Participation rate | 26.2% | 54.3%-28.1pp | 69.5%-43.3pp | 67.9%-41.7pp |
| Annual return | 21.48% | 23.28%-1.8pp | 987.41%-965.9pp | 28.97%-7.5pp |
| Employer contribution / active EE | $286 | $1,493-80.8% | $4,171-93.1% | $2,590-88.9% |
| Participant deferral / active EE | $1,031 | $2,756-62.6% | $4,084-74.7% | $4,291-76.0% |
| Admin fee / account holder | $391 | $1,845-78.8% | $5,647-93.1% | $1,588-75.4% |