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 | $26,835 | $79,867-66.4% | $120,344-77.7% | $64,340-58.3% |
| Participation rate | 56.3% | 63.0%-6.6pp | 76.7%-20.4pp | 55.2%+1.1pp |
| Annual return | 19.48% | 21.10%-1.6pp | 20.30%-0.8pp | 24.14%-4.7pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,982 | $3,593-44.8% | $5,135-61.4% | $2,980-33.5% |
| Admin fee / account holder | $3,577 | $5,039-29.0% | $12,742-71.9% | $3,703-3.4% |