Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,718 | $72,027-90.7% | $185,835-96.4% | $79,852-91.6% |
| Participation rate | 53.8% | 65.8%-11.9pp | 78.0%-24.2pp | 69.6%-15.8pp |
| Annual return | 22.77% | 23.13%-0.4pp | 35.96%-13.2pp | 31.72%-8.9pp |
| Employer contribution / active EE | $20 | $1,965-99.0% | $4,087-99.5% | $2,471-99.2% |
| Participant deferral / active EE | $1,916 | $3,780-49.3% | $5,633-66.0% | $3,740-48.8% |
| Admin fee / account holder | $557 | $4,513-87.7% | $9,502-94.1% | $5,306-89.5% |