Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,542 | $124,330-92.3% | $109,173-91.3% | $167,536-94.3% |
| Participation rate | 52.9% | 79.5%-26.5pp | 75.9%-22.9pp | 82.1%-29.2pp |
| Annual return | 21.33% | 26.04%-4.7pp | 25.75%-4.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $695 | $4,209-83.5% | $3,723-81.3% | $4,839-85.6% |
| Participant deferral / active EE | $1,877 | $5,256-64.3% | $4,654-59.7% | $6,342-70.4% |
| Admin fee / account holder | $305 | $7,974-96.2% | $6,755-95.5% | $12,315-97.5% |