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 | $27,510 | $168,635-83.7% | $147,617-81.4% | $125,389-78.1% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -0.48% | 77.65%-78.1pp | 61.98%-62.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $333 | $6,252-94.7% | $5,564-94.0% | $4,866-93.1% |
| Participant deferral / active EE | $2,771 | $5,507-49.7% | $4,895-43.4% | $5,352-48.2% |
| Admin fee / account holder | $2,313 | $13,580-83.0% | $11,612-80.1% | $9,541-75.8% |