Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,272 | $71,215-88.4% | $93,696-91.2% | $80,935-89.8% |
| Participation rate | 64.5% | 60.4%+4.1pp | 68.7%-4.2pp | 67.7%-3.1pp |
| Annual return | 17.57% | 11.27%+6.3pp | 133.74%-116.2pp | 35.66%-18.1pp |
| Employer contribution / active EE | $97 | $1,565-93.8% | $2,422-96.0% | $2,757-96.5% |
| Participant deferral / active EE | $1,738 | $4,037-56.9% | $4,417-60.6% | $4,299-59.6% |
| Admin fee / account holder | $605 | $6,958-91.3% | $8,287-92.7% | $6,924-91.3% |