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 | $16,871 | $91,559-81.6% | $133,971-87.4% | $79,852-78.9% |
| Participation rate | 63.2% | 73.3%-10.1pp | 79.8%-16.6pp | 69.6%-6.4pp |
| Annual return | 21.75% | 61.85%-40.1pp | 45.09%-23.3pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,300 | $3,734-11.6% | $5,047-34.6% | $3,740-11.8% |
| Admin fee / account holder | $870 | $6,321-86.2% | $8,929-90.3% | $5,306-83.6% |