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 | $14,106 | $153,769-90.8% | $133,975-89.5% | $273,972-94.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 6.42% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,070 | $6,029-82.3% | $5,211-79.5% | $4,869-78.0% |
| Participant deferral / active EE | $3,899 | $6,958-44.0% | $6,282-37.9% | $5,287-26.3% |
| Admin fee / account holder | $12,081 | $11,765+2.7% | $9,324+29.6% | $10,133+19.2% |