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 | $6,207 | $48,078-87.1% | $78,676-92.1% | $62,881-90.1% |
| Participation rate | 43.6% | 65.2%-21.6pp | 73.6%-30.0pp | 69.3%-25.7pp |
| Annual return | 5.45% | 31.36%-25.9pp | 62.19%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,215 | $2,587-53.0% | $3,517-65.4% | $3,203-62.1% |
| Admin fee / account holder | $340 | $3,206-89.4% | $4,510-92.5% | $4,296-92.1% |