Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,527 | $106,749-78.9% | $145,433-84.5% | $82,448-72.7% |
| Participation rate | 39.3% | 75.6%-36.3pp | 82.1%-42.8pp | 68.1%-28.7pp |
| Annual return | 18.19% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,639 | $6,519-59.5% | $7,897-66.6% | $4,139-36.2% |
| Admin fee / account holder | $3,168 | $8,390-62.2% | $13,129-75.9% | $7,234-56.2% |