Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,046 | $56,110-71.4% | $94,993-83.1% | $70,126-77.1% |
| Participation rate | 47.5% | 65.0%-17.5pp | 73.9%-26.4pp | 69.5%-22.1pp |
| Annual return | 16.69% | 51.02%-34.3pp | 27.14%-10.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $242 | $1,442-83.2% | $2,603-90.7% | $2,343-89.6% |
| Participant deferral / active EE | $1,584 | $2,391-33.8% | $3,317-52.2% | $3,332-52.5% |
| Admin fee / account holder | $1,202 | $3,456-65.2% | $4,960-75.8% | $4,645-74.1% |