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 | $21,154 | $85,766-75.3% | $136,298-84.5% | $70,126-69.8% |
| Participation rate | 54.4% | 74.2%-19.7pp | 81.9%-27.5pp | 69.5%-15.1pp |
| Annual return | 17.88% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $486 | $2,966-83.6% | $4,696-89.6% | $2,343-79.2% |
| Participant deferral / active EE | $3,098 | $5,051-38.7% | $6,247-50.4% | $3,332-7.0% |
| Admin fee / account holder | $6,755 | $5,421+24.6% | $9,244-26.9% | $4,645+45.4% |