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 | $21,416 | $86,940-75.4% | $102,434-79.1% | $80,935-73.5% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.7%+1.2pp |
| Annual return | 21.92% | 18.89%+3.0pp | 29.46%-7.5pp | 35.66%-13.7pp |
| Employer contribution / active EE | $437 | $2,370-81.6% | $3,023-85.6% | $2,757-84.2% |
| Participant deferral / active EE | $1,983 | $4,121-51.9% | $5,055-60.8% | $4,299-53.9% |
| Admin fee / account holder | $869 | $8,047-89.2% | $9,462-90.8% | $6,924-87.4% |