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 | $11,006 | $84,236-86.9% | $170,435-93.5% | $70,126-84.3% |
| Participation rate | 51.4% | 70.8%-19.4pp | 83.6%-32.2pp | 69.5%-18.2pp |
| Annual return | 14.29% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $260 | $3,387-92.3% | $5,432-95.2% | $2,343-88.9% |
| Participant deferral / active EE | $1,515 | $3,086-50.9% | $4,939-69.3% | $3,332-54.5% |
| Admin fee / account holder | $1,534 | $5,698-73.1% | $13,881-88.9% | $4,645-67.0% |