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 | $12,682 | $56,121-77.4% | $92,985-86.4% | $64,340-80.3% |
| Participation rate | 21.6% | 44.9%-23.3pp | 69.5%-47.9pp | 55.2%-33.6pp |
| Annual return | 17.10% | 19.19%-2.1pp | 27.99%-10.9pp | 24.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,378 | $2,362-41.7% | $4,377-68.5% | $2,980-53.8% |
| Admin fee / account holder | $3,139 | $6,869-54.3% | $9,463-66.8% | $3,703-15.2% |