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 | $16,132 | $79,961-79.8% | $98,462-83.6% | $75,177-78.5% |
| Participation rate | 57.1% | 70.4%-13.2pp | 75.2%-18.0pp | 67.2%-10.1pp |
| Annual return | 18.61% | 19.75%-1.1pp | 21.17%-2.6pp | 160.75%-142.1pp |
| Employer contribution / active EE | $430 | $2,264-81.0% | $3,049-85.9% | $2,671-83.9% |
| Participant deferral / active EE | $1,990 | $3,753-47.0% | $4,738-58.0% | $4,126-51.8% |
| Admin fee / account holder | $536 | $6,842-92.2% | $8,875-94.0% | $5,651-90.5% |