Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,148 | $81,446-82.6% | $103,374-86.3% | $80,874-82.5% |
| Participation rate | 38.1% | 66.9%-28.8pp | 74.5%-36.4pp | 67.6%-29.6pp |
| Annual return | 16.02% | 25.57%-9.5pp | 24.89%-8.9pp | 35.62%-19.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,786 | $3,870-53.8% | $5,058-64.7% | $4,297-58.4% |
| Admin fee / account holder | $2,859 | $6,715-57.4% | $8,394-65.9% | $6,935-58.8% |