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 | $11,844 | $47,848-75.2% | $81,473-85.5% | $70,126-83.1% |
| Participation rate | 18.6% | 58.3%-39.6pp | 68.0%-49.3pp | 69.5%-50.9pp |
| Annual return | 15.58% | 27.25%-11.7pp | 38.78%-23.2pp | 73.15%-57.6pp |
| Employer contribution / active EE | $140 | $1,527-90.8% | $2,568-94.5% | $2,343-94.0% |
| Participant deferral / active EE | $774 | $2,453-68.5% | $3,537-78.1% | $3,332-76.8% |
| Admin fee / account holder | $2,338 | $3,145-25.7% | $4,561-48.7% | $4,645-49.7% |