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 | $9,481 | $88,707-89.3% | $74,184-87.2% | $273,972-96.5% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 9.80% | 11.94%-2.1pp | 17.74%-7.9pp | 41.46%-31.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,349 | $4,212-68.0% | $3,550-62.0% | $5,287-74.5% |
| Admin fee / account holder | $451 | $8,717-94.8% | $5,586-91.9% | $10,133-95.6% |