Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,295 | $131,835-83.1% | $108,582-79.5% | $273,972-91.9% |
| Participation rate | 38.5% | 83.5%-45.0pp | 79.6%-41.1pp | 83.0%-44.6pp |
| Annual return | 7.93% | -91.57%+99.5pp | -51.70%+59.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $570 | $4,913-88.4% | $3,758-84.8% | $4,869-88.3% |
| Participant deferral / active EE | $3,079 | $5,127-40.0% | $4,311-28.6% | $5,287-41.8% |
| Admin fee / account holder | $2,237 | $10,253-78.2% | $7,645-70.7% | $10,133-77.9% |