Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,880 | $106,524-86.0% | $152,301-90.2% | $87,485-83.0% |
| Participation rate | 61.1% | 75.8%-14.6pp | 82.4%-21.3pp | 68.9%-7.8pp |
| Annual return | 15.59% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,080 | $6,525-52.8% | $8,004-61.5% | $4,274-27.9% |
| Admin fee / account holder | $3,856 | $8,287-53.5% | $14,398-73.2% | $7,775-50.4% |