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 | $8,774 | $43,496-79.8% | $161,489-94.6% | $64,340-86.4% |
| Participation rate | 32.0% | 53.5%-21.5pp | 78.7%-46.7pp | 55.2%-23.2pp |
| Annual return | 11.34% | 20.76%-9.4pp | 89.72%-78.4pp | 24.14%-12.8pp |
| Employer contribution / active EE | $258 | $1,431-82.0% | $4,268-94.0% | $1,862-86.2% |
| Participant deferral / active EE | $822 | $1,996-58.8% | $5,630-85.4% | $2,980-72.4% |
| Admin fee / account holder | $1,357 | $2,330-41.8% | $16,006-91.5% | $3,703-63.4% |