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 | $27,980 | $80,705-65.3% | $115,768-75.8% | $67,986-58.8% |
| Participation rate | 34.0% | 63.0%-28.9pp | 74.4%-40.4pp | 57.2%-23.2pp |
| Annual return | 14.09% | 18.49%-4.4pp | 100.46%-86.4pp | 31.67%-17.6pp |
| Employer contribution / active EE | $422 | $2,046-79.4% | $2,940-85.7% | $2,019-79.1% |
| Participant deferral / active EE | $1,567 | $3,559-56.0% | $4,917-68.1% | $3,358-53.3% |
| Admin fee / account holder | $2,445 | $4,135-40.9% | $12,439-80.3% | $3,203-23.7% |