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 | $30,180 | $212,777-85.8% | $173,703-82.6% | $198,609-84.8% |
| Participation rate | 54.2% | 81.1%-26.9pp | 75.9%-21.7pp | 82.4%-28.2pp |
| Annual return | 7.41% | 18.82%-11.4pp | 17.46%-10.0pp | 202.70%-195.3pp |
| Employer contribution / active EE | $1,125 | $5,214-78.4% | $4,288-73.8% | $5,055-77.7% |
| Participant deferral / active EE | $2,242 | $5,697-60.6% | $4,854-53.8% | $6,977-67.9% |
| Admin fee / account holder | $29,671 | $19,536+51.9% | $15,562+90.7% | $19,030+55.9% |