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 | $6,982 | $45,079-84.5% | $69,461-89.9% | $72,983-90.4% |
| Participation rate | 51.1% | 68.5%-17.4pp | 74.6%-23.5pp | 69.5%-18.4pp |
| Annual return | 7.97% | 22.65%-14.7pp | 28.97%-21.0pp | 81.01%-73.0pp |
| Employer contribution / active EE | $327 | $2,055-84.1% | $2,779-88.2% | $2,440-86.6% |
| Participant deferral / active EE | $844 | $2,603-67.6% | $3,536-76.1% | $3,608-76.6% |
| Admin fee / account holder | $396 | $3,056-87.0% | $3,840-89.7% | $5,124-92.3% |