Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,409 | $68,586-86.3% | $120,380-92.2% | $80,911-88.4% |
| Participation rate | 38.0% | 61.6%-23.5pp | 71.9%-33.9pp | 67.6%-29.6pp |
| Annual return | 13.93% | 23.62%-9.7pp | 107.28%-93.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,412 | $3,174-55.5% | $4,992-71.7% | $4,297-67.1% |
| Admin fee / account holder | $592 | $5,733-89.7% | $9,421-93.7% | $6,935-91.5% |