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 | $25,807 | $93,345-72.4% | $119,126-78.3% | $87,485-70.5% |
| Participation rate | 57.6% | 68.7%-11.2pp | 75.8%-18.2pp | 68.9%-11.4pp |
| Annual return | 29.75% | 19.08%+10.7pp | 282.11%-252.4pp | 26.06%+3.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,167 | $4,099-47.1% | $5,318-59.2% | $4,274-49.3% |
| Admin fee / account holder | $2,410 | $8,039-70.0% | $10,693-77.5% | $7,775-69.0% |