Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,350 | $93,589-83.6% | $135,942-88.7% | $75,181-79.6% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 26.15% | 30.90%-4.8pp | 68.28%-42.1pp | 160.69%-134.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,957 | $6,405-38.2% | $7,759-49.0% | $4,126-4.1% |
| Admin fee / account holder | $517 | $6,977-92.6% | $10,764-95.2% | $5,650-90.9% |