Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,478 | $55,713-81.2% | $75,901-86.2% | $72,975-85.6% |
| Participation rate | 41.3% | 61.1%-19.8pp | 69.3%-28.0pp | 69.5%-28.2pp |
| Annual return | 53.02% | 27.60%+25.4pp | 30.76%+22.3pp | 81.01%-28.0pp |
| Employer contribution / active EE | $242 | $1,687-85.7% | $2,501-90.3% | $2,440-90.1% |
| Participant deferral / active EE | $1,161 | $2,634-55.9% | $3,603-67.8% | $3,608-67.8% |
| Admin fee / account holder | $657 | $3,980-83.5% | $5,420-87.9% | $5,124-87.2% |