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 | $19,263 | $72,269-73.3% | $101,271-81.0% | $79,852-75.9% |
| Participation rate | 44.0% | 68.5%-24.5pp | 75.8%-31.8pp | 69.6%-25.6pp |
| Annual return | 14.65% | 22.29%-7.6pp | 46.48%-31.8pp | 31.72%-17.1pp |
| Employer contribution / active EE | $262 | $2,692-90.3% | $3,660-92.9% | $2,471-89.4% |
| Participant deferral / active EE | $1,732 | $3,282-47.2% | $4,371-60.4% | $3,740-53.7% |
| Admin fee / account holder | $962 | $4,401-78.1% | $5,948-83.8% | $5,306-81.9% |