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 | $19,772 | $58,493-66.2% | $84,023-76.5% | $72,976-72.9% |
| Participation rate | 59.0% | 61.2%-2.3pp | 69.0%-10.0pp | 69.5%-10.5pp |
| Annual return | 40.18% | 28.93%+11.2pp | 71.32%-31.1pp | 81.02%-40.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,962 | $2,394-18.0% | $3,239-39.4% | $3,608-45.6% |
| Admin fee / account holder | $1,509 | $4,569-67.0% | $6,102-75.3% | $5,124-70.6% |