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 | $12,111 | $55,713-78.3% | $75,901-84.0% | $72,975-83.4% |
| Participation rate | 55.2% | 61.1%-6.0pp | 69.3%-14.1pp | 69.5%-14.3pp |
| Annual return | 21.95% | 27.60%-5.6pp | 30.76%-8.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $290 | $1,687-82.8% | $2,501-88.4% | $2,440-88.1% |
| Participant deferral / active EE | $1,500 | $2,634-43.0% | $3,603-58.4% | $3,608-58.4% |
| Admin fee / account holder | $1,941 | $3,980-51.2% | $5,420-64.2% | $5,124-62.1% |