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 | $12,035 | $59,839-79.9% | $81,991-85.3% | $79,852-84.9% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.3%-6.8pp | 69.6%-7.1pp |
| Annual return | 24.45% | 17.56%+6.9pp | 41.31%-16.9pp | 31.72%-7.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,725 | $2,695+1.1% | $3,722-26.8% | $3,740-27.2% |
| Admin fee / account holder | $1,322 | $4,287-69.2% | $5,665-76.7% | $5,306-75.1% |