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 | $5,925 | $77,817-92.4% | $123,553-95.2% | $64,173-90.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | -3.23% | 12.49%-15.7pp | 119.21%-122.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $408 | $3,014-86.5% | $4,628-91.2% | $2,381-82.9% |
| Participant deferral / active EE | $2,361 | $5,240-54.9% | $6,426-63.3% | $3,470-32.0% |
| Admin fee / account holder | $3,888 | $5,519-29.6% | $9,284-58.1% | $4,887-20.4% |