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 | $8,820 | $91,198-90.3% | $178,503-95.1% | $79,856-89.0% |
| Participation rate | 44.1% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 17.82% | 24.20%-6.4pp | 151.12%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $248 | $3,257-92.4% | $5,011-95.0% | $2,471-90.0% |
| Participant deferral / active EE | $3,137 | $3,237-3.1% | $5,202-39.7% | $3,741-16.1% |
| Admin fee / account holder | $1,009 | $6,748-85.1% | $13,987-92.8% | $5,306-81.0% |