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 | $15,350 | $41,377-62.9% | $109,313-86.0% | $62,881-75.6% |
| Participation rate | 28.2% | 57.5%-29.4pp | 71.3%-43.1pp | 69.3%-41.1pp |
| Annual return | 7.28% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $958 | $2,045-53.2% | $3,166-69.7% | $3,203-70.1% |
| Admin fee / account holder | $600 | $2,884-79.2% | $5,666-89.4% | $4,296-86.0% |