Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,057 | $138,385-70.3% | $184,200-77.7% | $80,874-49.2% |
| Participation rate | 44.7% | 83.9%-39.1pp | 86.8%-42.1pp | 67.6%-22.9pp |
| Annual return | 11.91% | 20.02%-8.1pp | 28.80%-16.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,093 | $7,073-42.1% | $9,132-55.2% | $4,297-4.7% |
| Admin fee / account holder | $3,323 | $10,483-68.3% | $13,907-76.1% | $6,935-52.1% |