Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,199 | $81,358-91.2% | $155,556-95.4% | $80,959-91.1% |
| Participation rate | 38.0% | 66.3%-28.3pp | 78.2%-40.2pp | 67.7%-29.7pp |
| Annual return | 12.50% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $223 | $3,106-92.8% | $4,675-95.2% | $2,757-91.9% |
| Participant deferral / active EE | $1,281 | $3,455-62.9% | $5,631-77.2% | $4,300-70.2% |
| Admin fee / account holder | $868 | $7,994-89.1% | $15,885-94.5% | $6,925-87.5% |