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 | $15,827 | $73,978-78.6% | $96,515-83.6% | $75,173-78.9% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 15.33% | 26.72%-11.4pp | 35.73%-20.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $717 | $2,931-75.5% | $3,740-80.8% | $2,671-73.2% |
| Participant deferral / active EE | $1,568 | $3,660-57.2% | $4,880-67.9% | $4,126-62.0% |
| Admin fee / account holder | $1,923 | $5,219-63.2% | $6,735-71.5% | $5,651-66.0% |