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 | $12,509 | $65,364-80.9% | $92,909-86.5% | $72,975-82.9% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 26.35% | 42.11%-15.8pp | 109.44%-83.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $182 | $2,594-93.0% | $3,653-95.0% | $2,440-92.5% |
| Participant deferral / active EE | $1,859 | $3,128-40.6% | $4,238-56.1% | $3,608-48.5% |
| Admin fee / account holder | $765 | $4,251-82.0% | $5,795-86.8% | $5,124-85.1% |