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 | $15,079 | $85,766-82.4% | $136,298-88.9% | $70,126-78.5% |
| Participation rate | 48.4% | 74.2%-25.8pp | 81.9%-33.5pp | 69.5%-21.2pp |
| Annual return | 15.03% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $338 | $2,966-88.6% | $4,696-92.8% | $2,343-85.6% |
| Participant deferral / active EE | $2,230 | $5,051-55.8% | $6,247-64.3% | $3,332-33.1% |
| Admin fee / account holder | $8,637 | $5,421+59.3% | $9,244-6.6% | $4,645+85.9% |