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 | $13,777 | $67,602-79.6% | $82,312-83.3% | $70,126-80.4% |
| Participation rate | 48.2% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.3pp |
| Annual return | 18.74% | 21.57%-2.8pp | 25.88%-7.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $264 | $1,755-85.0% | $2,428-89.1% | $2,343-88.7% |
| Participant deferral / active EE | $1,832 | $2,987-38.7% | $3,706-50.6% | $3,332-45.0% |
| Admin fee / account holder | $400 | $4,512-91.1% | $5,608-92.9% | $4,645-91.4% |