Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,831 | $67,894-84.0% | $89,340-87.9% | $82,448-86.9% |
| Participation rate | 30.3% | 64.0%-33.7pp | 69.6%-39.3pp | 68.1%-37.8pp |
| Annual return | 19.22% | 19.21%0pp | 20.57%-1.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,094 | $3,072-64.4% | $3,823-71.4% | $4,139-73.6% |
| Admin fee / account holder | $722 | $5,723-87.4% | $6,704-89.2% | $7,234-90.0% |