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 | $11,650 | $153,769-92.4% | $133,975-91.3% | $273,972-95.7% |
| Participation rate | 53.8% | 88.4%-34.5pp | 87.1%-33.2pp | 83.0%-29.2pp |
| Annual return | 6.37% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $854 | $6,029-85.8% | $5,211-83.6% | $4,869-82.5% |
| Participant deferral / active EE | $3,427 | $6,958-50.8% | $6,282-45.5% | $5,287-35.2% |
| Admin fee / account holder | $322 | $11,765-97.3% | $9,324-96.6% | $10,133-96.8% |