Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,395 | $69,383-70.6% | $101,275-79.9% | $73,497-72.3% |
| Participation rate | 25.5% | 68.4%-42.9pp | 75.8%-50.3pp | 70.7%-45.2pp |
| Annual return | 17.23% | 18.46%-1.2pp | 46.48%-29.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $300 | $2,628-88.6% | $3,660-91.8% | $2,270-86.8% |
| Participant deferral / active EE | $1,954 | $3,301-40.8% | $4,371-55.3% | $3,740-47.8% |
| Admin fee / account holder | $3,999 | $704+468.3% | $5,948-32.8% | $513+679.5% |