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 | $12,149 | $65,361-81.4% | $92,903-86.9% | $72,983-83.4% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 20.82% | 42.11%-21.3pp | 109.43%-88.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $332 | $2,594-87.2% | $3,653-90.9% | $2,440-86.4% |
| Participant deferral / active EE | $2,258 | $3,128-27.8% | $4,238-46.7% | $3,608-37.4% |
| Admin fee / account holder | $1,740 | $4,251-59.1% | $5,795-70.0% | $5,124-66.0% |