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 | $26,017 | $90,170-71.1% | $150,734-82.7% | $69,733-62.7% |
| Participation rate | 59.2% | 60.2%-1.0pp | 78.4%-19.2pp | 62.5%-3.3pp |
| Annual return | 13.72% | 16.56%-2.8pp | 600.81%-587.1pp | 15.22%-1.5pp |
| Employer contribution / active EE | $468 | $3,428-86.3% | $4,918-90.5% | $2,250-79.2% |
| Participant deferral / active EE | $2,129 | $3,086-31.0% | $5,610-62.1% | $3,054-30.3% |
| Admin fee / account holder | $1,530 | $4,600-66.7% | $14,905-89.7% | $3,102-50.7% |