Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,450 | $52,306-76.2% | $69,779-82.2% | $62,881-80.2% |
| Participation rate | 32.7% | 67.2%-34.5pp | 71.8%-39.1pp | 69.3%-36.6pp |
| Annual return | 5.62% | 13.35%-7.7pp | 12.99%-7.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $144 | $1,799-92.0% | $2,338-93.8% | $2,281-93.7% |
| Participant deferral / active EE | $956 | $2,395-60.1% | $2,931-67.4% | $3,203-70.2% |
| Admin fee / account holder | $8,249 | $3,691+123.5% | $4,381+88.3% | $4,296+92.0% |