Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,832 | $141,004-92.3% | $112,273-90.4% | $139,466-92.2% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 15.63% | 32.75%-17.1pp | 30.23%-14.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $269 | $4,285-93.7% | $3,431-92.2% | $4,754-94.3% |
| Participant deferral / active EE | $2,783 | $5,878-52.6% | $4,800-42.0% | $6,712-58.5% |
| Admin fee / account holder | $1,386 | $9,959-86.1% | $7,752-82.1% | $11,409-87.9% |