Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,148 | $91,179-86.7% | $178,499-93.2% | $79,852-84.8% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 19.16% | 24.19%-5.0pp | 151.10%-131.9pp | 31.72%-12.6pp |
| Employer contribution / active EE | $356 | $3,256-89.1% | $5,011-92.9% | $2,471-85.6% |
| Participant deferral / active EE | $2,612 | $3,236-19.3% | $5,202-49.8% | $3,740-30.2% |
| Admin fee / account holder | $719 | $6,749-89.3% | $13,986-94.9% | $5,306-86.5% |