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 | $23,751 | $80,992-70.7% | $96,534-75.4% | $75,173-68.4% |
| Participation rate | 31.8% | 71.8%-40.0pp | 76.0%-44.2pp | 67.2%-35.4pp |
| Annual return | 15.07% | 27.05%-12.0pp | 25.88%-10.8pp | 160.72%-145.6pp |
| Employer contribution / active EE | $330 | $2,283-85.5% | $2,965-88.9% | $2,671-87.6% |
| Participant deferral / active EE | $1,975 | $3,929-49.7% | $4,851-59.3% | $4,126-52.1% |
| Admin fee / account holder | $1,975 | $6,717-70.6% | $8,253-76.1% | $5,651-65.1% |