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 | $19,405 | $79,700-75.7% | $153,500-87.4% | $74,429-73.9% |
| Participation rate | 59.7% | 69.8%-10.1pp | 77.1%-17.4pp | 67.2%-7.5pp |
| Annual return | 12.74% | 15.07%-2.3pp | 15.70%-3.0pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $808 | $4,016-79.9% | $5,039-84.0% | $2,625-69.2% |
| Participant deferral / active EE | $3,406 | $5,315-35.9% | $6,756-49.6% | $4,348-21.7% |
| Admin fee / account holder | $4,497 | $1,790+151.3% | $12,736-64.7% | $1,944+131.3% |