Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,583 | $73,823-81.6% | $379,746-96.4% | $73,497-81.5% |
| Participation rate | 69.2% | 73.1%-3.9pp | 78.4%-9.2pp | 70.7%-1.5pp |
| Annual return | 12.45% | 29.06%-16.6pp | 34.90%-22.5pp | 28.51%-16.1pp |
| Employer contribution / active EE | $514 | $2,472-79.2% | $3,540-85.5% | $2,270-77.4% |
| Participant deferral / active EE | $1,927 | $4,038-52.3% | $6,024-68.0% | $3,740-48.5% |
| Admin fee / account holder | $743 | $607+22.5% | $7,927-90.6% | $513+44.9% |