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 | $21,155 | $135,956-84.4% | $123,894-82.9% | $273,972-92.3% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 5.50% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,315 | $6,343-63.5% | $5,984-61.3% | $5,287-56.2% |
| Admin fee / account holder | $12,296 | $9,817+25.2% | $8,357+47.1% | $10,133+21.4% |