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 | $11,352 | $181,896-93.8% | $156,551-92.7% | $273,972-95.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 14.80% | 30.74%-15.9pp | 32.23%-17.4pp | 41.46%-26.7pp |
| Employer contribution / active EE | $1,074 | $6,248-82.8% | $5,501-80.5% | $4,869-78.0% |
| Participant deferral / active EE | $3,105 | $5,550-44.1% | $4,871-36.3% | $5,287-41.3% |
| Admin fee / account holder | $846 | $15,560-94.6% | $13,028-93.5% | $10,133-91.6% |