Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,288 | $83,023-75.6% | $102,437-80.2% | $77,762-73.9% |
| Participation rate | 29.1% | 71.5%-42.5pp | 74.5%-45.4pp | 70.6%-41.5pp |
| Annual return | 14.56% | 19.12%-4.6pp | 24.95%-10.4pp | 31.27%-16.7pp |
| Employer contribution / active EE | $324 | $3,552-90.9% | $3,871-91.6% | $2,728-88.1% |
| Participant deferral / active EE | $2,020 | $4,110-50.9% | $5,060-60.1% | $4,651-56.6% |
| Admin fee / account holder | $810 | $639+26.8% | $8,388-90.3% | $433+87.1% |