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 | $22,604 | $91,559-75.3% | $133,978-83.1% | $79,856-71.7% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 10.83% | 61.85%-51.0pp | 45.10%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $481 | $2,384-79.8% | $3,919-87.7% | $2,471-80.6% |
| Participant deferral / active EE | $2,348 | $3,734-37.1% | $5,047-53.5% | $3,741-37.2% |
| Admin fee / account holder | $20,512 | $6,321+224.5% | $8,930+129.7% | $5,306+286.5% |