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 | $9,014 | $83,337-89.2% | $67,834-86.7% | $273,972-96.7% |
| Participation rate | 45.5% | 76.4%-31.0pp | 68.8%-23.3pp | 83.0%-37.6pp |
| Annual return | 7.06% | 259.45%-252.4pp | 138.47%-131.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $112 | $3,287-96.6% | $2,403-95.3% | $4,869-97.7% |
| Participant deferral / active EE | $1,163 | $4,088-71.5% | $3,160-63.2% | $5,287-78.0% |
| Admin fee / account holder | $3,758 | $6,752-44.3% | $4,622-18.7% | $10,133-62.9% |