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 | $11,285 | $115,814-90.3% | $101,275-88.9% | $158,982-92.9% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 10.04% | 56.16%-46.1pp | 46.48%-36.4pp | 302.99%-292.9pp |
| Employer contribution / active EE | $244 | $4,176-94.1% | $3,660-93.3% | $4,763-94.9% |
| Participant deferral / active EE | $1,630 | $4,958-67.1% | $4,371-62.7% | $5,983-72.8% |
| Admin fee / account holder | $5,219 | $7,249-28.0% | $5,948-12.3% | $11,252-53.6% |