Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,705 | $109,359-75.6% | $162,177-83.5% | $72,975-63.4% |
| Participation rate | 62.1% | 84.3%-22.2pp | 87.6%-25.5pp | 69.5%-7.4pp |
| Annual return | 22.01% | 25.46%-3.4pp | 115.60%-93.6pp | 81.01%-59.0pp |
| Employer contribution / active EE | $462 | $3,907-88.2% | $5,613-91.8% | $2,440-81.1% |
| Participant deferral / active EE | $4,237 | $5,481-22.7% | $7,297-41.9% | $3,608+17.5% |
| Admin fee / account holder | $721 | $7,972-90.9% | $10,843-93.3% | $5,124-85.9% |