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 | $19,212 | $67,606-71.6% | $82,313-76.7% | $70,124-72.6% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.9%-44.4pp | 69.5%-37.0pp |
| Annual return | 17.38% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,892 | $2,987-36.7% | $3,706-48.9% | $3,332-43.2% |
| Admin fee / account holder | $588 | $4,512-87.0% | $5,608-89.5% | $4,645-87.3% |