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 | $14,803 | $52,678-71.9% | $75,784-80.5% | $59,633-75.2% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | -1.90% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $306 | $2,193-86.1% | $3,323-90.8% | $2,203-86.1% |
| Participant deferral / active EE | $1,629 | $2,591-37.1% | $3,652-55.4% | $3,192-49.0% |
| Admin fee / account holder | $759 | $3,610-79.0% | $5,300-85.7% | $4,297-82.3% |