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 | $16,568 | $42,548-61.1% | $74,551-77.8% | $56,289-70.6% |
| Participation rate | 39.4% | 60.5%-21.1pp | 69.1%-29.7pp | 69.9%-30.4pp |
| Annual return | -2.29% | 12.40%-14.7pp | 32.53%-34.8pp | -9.96%+7.7pp |
| Employer contribution / active EE | $5 | $855-99.5% | $1,961-99.8% | $2,111-99.8% |
| Participant deferral / active EE | $1,585 | $2,277-30.4% | $3,108-49.0% | $3,350-52.7% |
| Admin fee / account holder | $2,618 | $467+460.4% | $5,059-48.3% | $521+402.5% |