Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,099 | $80,992-81.4% | $96,534-84.4% | $75,173-79.9% |
| Participation rate | 44.7% | 71.8%-27.1pp | 76.0%-31.2pp | 67.2%-22.5pp |
| Annual return | 20.54% | 27.05%-6.5pp | 25.88%-5.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,004 | $3,929-49.0% | $4,851-58.7% | $4,126-51.4% |
| Admin fee / account holder | $731 | $6,717-89.1% | $8,253-91.1% | $5,651-87.1% |