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 | $27,864 | $101,795-72.6% | $165,100-83.1% | $80,959-65.6% |
| Participation rate | 64.6% | 71.8%-7.2pp | 78.6%-14.0pp | 67.7%-3.1pp |
| Annual return | 16.83% | 16.73%+0.1pp | 70.21%-53.4pp | 35.67%-18.8pp |
| Employer contribution / active EE | $460 | $2,954-84.4% | $4,348-89.4% | $2,757-83.3% |
| Participant deferral / active EE | $2,122 | $4,476-52.6% | $6,035-64.8% | $4,300-50.7% |
| Admin fee / account holder | $11,215 | $8,221+36.4% | $12,696-11.7% | $6,925+61.9% |