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 | $13,109 | $52,884-75.2% | $84,753-84.5% | $55,167-76.2% |
| Participation rate | 60.7% | 67.5%-6.8pp | 76.6%-15.8pp | 69.0%-8.2pp |
| Annual return | 6.14% | 18.03%-11.9pp | 22.78%-16.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $246 | $2,233-89.0% | $3,574-93.1% | $1,963-87.5% |
| Participant deferral / active EE | $1,194 | $2,644-54.8% | $3,712-67.8% | $3,054-60.9% |
| Admin fee / account holder | $1,796 | $581+209.2% | $5,333-66.3% | $504+256.3% |