Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,110 | $157,829-87.3% | $136,867-85.3% | $198,609-89.9% |
| Participation rate | 57.1% | 77.2%-20.0pp | 74.5%-17.4pp | 82.4%-25.2pp |
| Annual return | 16.51% | 51.25%-34.7pp | 42.97%-26.5pp | 202.70%-186.2pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,826 | $5,463-48.3% | $4,924-42.6% | $6,977-59.5% |
| Admin fee / account holder | $308 | $11,107-97.2% | $10,340-97.0% | $19,030-98.4% |