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 | $14,752 | $73,988-80.1% | $96,538-84.7% | $75,177-80.4% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.4pp |
| Annual return | 17.05% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $591 | $2,930-79.8% | $3,740-84.2% | $2,671-77.9% |
| Participant deferral / active EE | $2,365 | $3,660-35.4% | $4,880-51.5% | $4,126-42.7% |
| Admin fee / account holder | $1,138 | $5,220-78.2% | $6,737-83.1% | $5,651-79.9% |