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 | $5,939 | $56,544-89.5% | $75,501-92.1% | $70,126-91.5% |
| Participation rate | 12.9% | 68.1%-55.2pp | 72.4%-59.5pp | 69.5%-56.6pp |
| Annual return | 22.18% | 23.59%-1.4pp | 27.35%-5.2pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,730 | $2,580-33.0% | $3,142-45.0% | $3,332-48.1% |
| Admin fee / account holder | $1,943 | $3,827-49.2% | $5,801-66.5% | $4,645-58.2% |