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 | $14,834 | $54,541-72.8% | $78,778-81.2% | $70,126-78.8% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 15.09% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $130 | $1,089-88.1% | $1,986-93.5% | $2,343-94.5% |
| Participant deferral / active EE | $2,165 | $2,210-2.0% | $2,958-26.8% | $3,332-35.0% |
| Admin fee / account holder | $851 | $3,709-77.0% | $5,134-83.4% | $4,645-81.7% |