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 | $12,624 | $51,708-75.6% | $106,619-88.2% | $62,881-79.9% |
| Participation rate | 0.0% | 66.9%-66.9pp | 78.0%-78.0pp | 69.3%-69.3pp |
| Annual return | 7.55% | 4.69%+2.9pp | 9.42%-1.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $274 | $1,764-84.5% | $3,947-93.1% | $2,281-88.0% |
| Participant deferral / active EE | $1,080 | $2,315-53.4% | $3,930-72.5% | $3,203-66.3% |
| Admin fee / account holder | $699 | $3,349-79.1% | $6,418-89.1% | $4,296-83.7% |